Jeffrey
Baty
Exencial Wealth Advisors
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About this Advisor
Jeffrey Baty is a financial advisor working in Oklahoma City, Oklahoma who has 4 years of industry experience. Baty is on the advisory team at Exencial Wealth Advisors. During their career, Baty has held roles at Securities America, Inc, Eide Bailly Financial Services, Eide Bailly Advisors, Eide Bailly Agency, United Planners' Financial Services, Everbank, Eide Bailly Securities and Exencial Wealth Advisors. Baty has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in California, Colorado, Connecticut, Oklahoma and Texas. Exencial Wealth Advisors is a company that has its headquarters in Oklahoma City, OK. The investment advisory business has offices in 12 locations and a total of 114 financial advisors. It oversees $4 billion in assets under management across its 4,629 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 33 charitable organizations. Of its 4,629 client accounts, 45% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Exencial Wealth Advisors performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial management fee schedules typically vary depending on which services are provided. However, fee types charged by Exencial Wealth Advisors most likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Exencial Wealth Advisors Brokerage Details
$3,769,638,990
114
4,629
$814,353
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Jeffrey Baty Work History
Jeffrey has been registered as a financial advisor for 4 years.*
Exencial Wealth Advisors
United Planners' Financial Services
Everbank
Eide Bailly Securities
Securities America, Inc
Eide Bailly Financial Services
Eide Bailly Advisors
Eide Bailly Agency
Eide Bailly Financial Services
*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 Jeffrey Baty 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 Exencial Wealth Advisors
Dallas, TX
Dallas, TX
Old Lyme, CT
Oklahoma City, OK
Huntersville, NC
Oklahoma City, OK
Oklahoma City, OK
Huntersville, NC
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