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RIA / WealthAdvisor23 years in industry

JACK W LUNA

Advisor at WPWEALTH LLP

FORT WORTH, TX | Coppell, TX

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Search this name across graphsid dfx:ria:80b304a3-1cb5-a423-e15e-84a40547f490

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Jul 24, 2003 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WPWEALTH LLP
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 10, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jul 10, 2003
First registration: Jul 24, 2003
Dual registered: no
Other names: JACKEY LUNA
IAPD individual key: 4614490

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WPWEALTH LLP	Independent wealth	Sep 9, 2026	n/a	yes	FORT WORTH, TX\|Coppell, TX	Current employment
OPTIMUS CAPITAL ADVISORS, LLC	Independent wealth	May 22, 2014	Sep 10, 2026	no	COPPELL, TX\|COPPELL, TX\|Coppell, TX	Previous registration
OPTIMUS CAPITAL ADVISORS, LLC	Independent wealth	Jan 5, 2011	Aug 19, 2013	no	COPPELL, TX	Previous registration
WFG INVESTMENTS, INC.	n/a	Oct 30, 2008	Nov 18, 2008	no	PLANO, TX	Previous registration
TITAN WEALTH MANAGEMENT, LLC	n/a	Apr 23, 2007	Dec 31, 2009	no	PLANO, TX	Previous registration
MORGAN STANLEY DW INC.	n/a	Aug 13, 2004	Mar 5, 2007	no	ARLINGTON, TX\|ARLINGTON, TX	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jul 24, 2003	Aug 18, 2004	no	IRVING, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
OPTIMUS CAPITAL ADVISORS, LLC	WPWEALTH LLP	Sep 10, 2026	Sep 9, 2026	-1	Firm change	RIA to RIA
TITAN WEALTH MANAGEMENT, LLC	WFG INVESTMENTS, INC.	Dec 31, 2009	Oct 30, 2008	-427	Firm change after gap	Other
WFG INVESTMENTS, INC.	OPTIMUS CAPITAL ADVISORS, LLC	Nov 18, 2008	Jan 5, 2011	778	Firm change after gap	Other
MORGAN STANLEY DW INC.	TITAN WEALTH MANAGEMENT, LLC	Mar 5, 2007	Apr 23, 2007	49	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	MORGAN STANLEY DW INC.	Aug 18, 2004	Aug 13, 2004	-5	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
147500:145467:TX:2026-09-10	Sep 10, 2026	Sep 9, 2026	COPPELL, TX	Firm change

Relationships

Registered with (6)

→ WPWEALTH LLPRegistered adviserregistration: current employment
Sep 9, 2026 to presentfactForm ADV
→ OPTIMUS CAPITAL ADVISORS, LLCRegistered adviserregistration: previous registration
May 22, 2014 to Sep 10, 2026factForm ADV
→ TITAN WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Apr 23, 2007 to Dec 31, 2009factForm ADV
→ WFG INVESTMENTS, INC.Registered adviserregistration: previous registration
Oct 30, 2008 to Nov 18, 2008factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Aug 13, 2004 to Mar 5, 2007factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jul 24, 2003 to Aug 18, 2004factForm ADV

Dated events

Occurred
Sep 10, 2026
Advisor changed firm
Jack W Luna left Optimus Capital Advisors, Llc for Wpwealth Llp (registered 2026-09-09)
Form ADVobserved 4 days ago