JT Wallace Investments is a FINRA licensed boutique investment bank providing M&A and capital raising services. We source debt, equity and buyers from our top tier institutional investor and lender network, which includes the following:
- Forbes List Family Offices
- PE & VC Funds
- Private Credit Funds
- Banks
- Institutional LPs
We work on a retainer plus success fee model.
Jason Wallace, CFA, CAIA, FRM has over 20 years experience in institutional investment management, exclusive deal introductions, executive leadership, strategic planning, portfolio and risk management. Through his best-in-class institutional investor network we have raised hundreds of millions of dollars in capital, and procured over $2B in term sheets and FID stage commitments.
Prior to launching JT Wallace Investments, Jason spent 6 years at Boone Pickens’ firm BP Capital where he focused on capital raising, investment strategy and business development. He also held positions as Chief Strategy Officer and partner at global macro firm Contingent Macro Advisors, risk and investment manager at large hedge fund-of-funds, and proprietary trader for 7 years.
Jason graduated Cum Laude from Texas A&M University, and holds the CFA Charter, FRM designation, CAIA designation and FINRA 7, 63, 65, 66, 82 and SIE licenses. Jason lives with his wife and three boys in Austin, TX.
Industry Designations
FINRA SIE
FINRA Series 7
FINRA Series 82
FINRA Series 63
FINRA Series 65
FINRA Series 66
