Jeffrey
Baty
Exencial Wealth Advisors
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About this Advisor
Jeffrey Baty is a financial advisor based in Oklahoma City, Oklahoma, working with Exencial Wealth Advisors. Jeffrey has previously held positions 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. Jeffrey has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Colorado, Connecticut, Oklahoma, and Texas. Currently, Jeffrey is part of Exencial Wealth Advisors, which operates out of Oklahoma City, Oklahoma. The firm has 12 offices and 101 employees. The firm manages assets totaling $5.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Exencial Wealth Advisors includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Exencial Wealth Advisors Brokerage Details
$5,015,687,471
101
10,586
$473,804
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
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
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
Oklahoma City, OK
Oklahoma City, OK
Huntersville, NC
Orange, CT
Dallas, TX
Old Lyme, CT
Oklahoma City, OK
Plano, TX
The content in this profile was updated by SmartAsset on 6/19/2024. 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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