The JRW Investments Team

Our principals have over 30 years of experience in real estate, finance, securities, tax structuring, and wealth management. We are extremely proud of our team of dedicated professionals. They have devoted their careers to helping our clients find robust real estate solutions to defer capital gains taxes and protect wealth

You can check the background of our registered principals and representatives on FINRA's BrokerCheck.

Executives

Warren Thomas

Warren Thomas

President & Founder

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Warren Thomas

Warren Thomas

President & Founder

Warren is the co-founder of JRW Investments, Inc. and a managing member of Telos Capital and ExchangeRight. Prior to forming JRW in 2003, Warren developed an extensive tax practice including estate planning, financial planning and real estate advisory services. Warren has over 35 years of experience as a CPA and has been an active commercial real estate investor for the past 15 years. He graduated in 1978 from Biola University with a B.S. in Business Administration, specializing in Accounting. He also earned a master’s degree in Taxation from Golden Gate University in 1993. Additionally, he maintains Series 6, 7, 22, 24, 39, 63, 66 and 79 Securities Licenses through Lighthouse Capital Group, LLC. Member FINRA/SiPC. Warren also maintains a California real estate license.

Joshua Ungerecht

Joshua Ungerecht

CEO

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Joshua Ungerecht

Joshua Ungerecht

CEO

Joshua currently serves as CEO and Chief Investment Officer of JRW Investments, Inc. and as managing member of Telos Capital and ExchangeRight. In 2006, Joshua established the Firm’s Due Diligence department as an industry leader in securitized real estate analysis.

Together with Warren Thomas, Joshua has overseen and underwritten the acquisition of over $2 billion in real estate. Joshua graduated from The Master’s College, Summa Cum Laude with a B.A. in Theology, Apologetics, and Missions and is currently on leave from Talbot Graduate School, where he was pursuing an M.A. in Philosophy of Religion and Ethics. He also maintains Series 7, 22, 24, 63, 66 and 79 Securities Licenses through Lighthouse Capital Group, LLC. Member FINRA/SiPC. Joshua also maintains a California real estate broker's license.

Susana Dryden

Susana Dryden

COO/CCO

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Susana Dryden

Susana Dryden

COO/CCO

Susana began working with JRW Investments in March of 2007. She has played an integral role within the firm and has been a key component in the building and development of the firm’s internal departments and processes.

Due Diligence

Stephen Holt

Stephen Holt

Co-Director of Due Diligence

Jordan Vena

Jordan Vena

Co-Director of Due Diligence

Christopher Thompson

Christopher Thompson

Due Diligence

Sara Seaman

Sara Seaman

Due Diligence

Josh Delo

Josh Delo

Due Diligence

Aaron Bush

Aaron Bush

Due Diligence

Chris Rogers

Chris Rogers

Due Diligence

Bi Soohoo

Bi Soohoo

Due Diligence

Ryan Jack

Ryan Jack

Due Diligence

Registered Representatives

Andres Ichaso

Andres Ichaso

Registered Representative

Rena Morris

Rena Morris

Registered Representative

Dan Werry

Dan Werry

Registered Representative

John Ferguson

John Ferguson

Registered Representative

Ryan Thomas

Ryan Thomas

Registered Representative

Matias Ichaso

Matias Ichaso

Registered Representative

Robert Fox

Robert Fox

Registered Representative

Client Services & Transaction Coordinators

Christie Burrow

Christie Burrow

Operations Manager

Casey Koestner

Casey Koestner

Executive Assistant

Mary Lynn Deagon

Mary Lynn Deagon

Executive Assistant

Abby Baghdasarian

Abby Baghdasarian

Executive Assistant

Jounique Tutt

Jounique Tutt

Transaction Coordinator

Christabele Santillan

Christabele Santillan

Client Services

Shanel Cason

Shanel Cason

Office Manager

Erica Campbell

Erica Campbell

Client Services

Mania Mgdsyan

Mania Mgdsyan

Client Services

Compliance

Janessa De La Riva

Janessa De La Riva

Compliance

Matthew Welch

Matthew Welch

Compliance

Anna Sulahian

Anna Sulahian

Compliance

Patrick Leahy

Patrick Leahy

Compliance

Accounting

Melinda McGregor

Melinda McGregor

Controller

Denise Ayuso

Denise Ayuso

Staff Accountant

Information Technology

Vance Lanoy

Vance Lanoy

Systems Administrator

Peter Farley

Peter Farley

IT Support