Jay
Willcox
Venturi Private Wealth
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About this Advisor
Jay Willcox is a certified financial planner who works out of Austin, Texas, who has 1 year of industry experience. Willcox is on the advisory team at Venturi Private Wealth. Throughout their career, Willcox has worked at Securities America Inc, Eide Bailly Advisors, LLC, Bancwest Investment Services, 1St Global Capital Corp, 1St Global Advisors, Inc, Harrison Henderson, Pllc, Avantax Insurance Services, Inc, Avantax Advisory Services, Avantax Invesment Services, Inc, Lpl Financial, LLC, Merit Financial Group, LLC and Venturi Private Wealth, LLC. Willcox holds Series 63 and Series 66 licenses, designating them as a securities representative, and is registered to work in Oklahoma. Venturi Private Wealth is a financial advisory firm based in Austin, TX. The company has a total of 32 people on staff. It administers $2 billion in assets under management among its 3,588 accounts, making it one of the largest firms in the country by assets under management. The firm provides services to 18 charitable organizations. Of its 3,588 accounts, 69% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The firm performs a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services and selection of other advisers. Fees for financial advice depend on which services are provided. However, fees billed by Venturi Private Wealth likely consist of some combination of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Venturi Private Wealth Brokerage Details
$1,973,168,667
32
3,588
$549,936
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
Jay Willcox Work History
Jay has been registered as a financial advisor for 1 years.*
Venturi Private Wealth, LLC
Lpl Financial, LLC
Merit Financial Group, LLC
Avantax Advisory Services
Avantax Invesment Services, Inc
1St Global Capital Corp
1St Global Advisors, Inc
Harrison Henderson, Pllc
Avantax Insurance Services, Inc
Bancwest Investment Services
Securities America Inc
Eide Bailly Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jay Willcox to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Venturi Private Wealth
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Oklahoma City, OK
Austin, TX
Austin, TX
Austin, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
