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
President & Founder
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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
CEO
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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
COO/CCO
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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
Co-Director of Due Diligence
Jordan Vena
Co-Director of Due Diligence
Christopher Thompson
Due Diligence
Sara Seaman
Due Diligence
Josh Delo
Due Diligence
Aaron Bush
Due Diligence
Chris Rogers
Due Diligence
Bi Soohoo
Due Diligence
Ryan Jack
Due Diligence
Registered Representatives
Andres Ichaso
Registered Representative
Rena Morris
Registered Representative
Dan Werry
Registered Representative
John Ferguson
Registered Representative
Ryan Thomas
Registered Representative
Matias Ichaso
Registered Representative
Robert Fox
Registered Representative
Client Services & Transaction Coordinators
Christie Burrow
Operations Manager
Casey Koestner
Executive Assistant
Mary Lynn Deagon
Executive Assistant
Abby Baghdasarian
Executive Assistant
Jounique Tutt
Transaction Coordinator
Christabele Santillan
Client Services
Shanel Cason
Office Manager
Erica Campbell
Client Services
Mania Mgdsyan
Client Services
Compliance
Janessa De La Riva
Compliance
Matthew Welch
Compliance
Anna Sulahian
Compliance
Patrick Leahy
Compliance
Accounting
Melinda McGregor
Controller
Denise Ayuso
Staff Accountant
Information Technology
Vance Lanoy
Systems Administrator
Peter Farley
IT Support