Jacob
Villarreal
49 Financial
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About this Advisor
Jacob Villarreal is a financial advisor based in Austin, Texas, working with 49 Financial. Jacob has previously held positions at Amazon Flex, Cg Victory, University Of Tx, 49 Financial/Axa Advisors, The Critical Update, Axa Advisors, LLC, Purshe Kaplan Sterling Investments, Inc, Thrivent Advisor Network, LLC, 49 Wealth Management LLC, and Oakwood Capital Securities, Inc. Jacob has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Jacob is part of 49 Financial, which operates out of Austin, Texas. The firm has 8 offices and 103 employees. The firm manages assets totaling $566.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at 49 Financial includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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49 Financial Brokerage Details
$566,217,984
103
3,364
$168,317
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Jacob Villarreal Work History
Oakwood Capital Securities, Inc
49 Wealth Management LLC
Purshe Kaplan Sterling Investments, Inc
Thrivent Advisor Network, LLC
Axa Advisors, LLC
Amazon Flex
Cg Victory
49 Financial/Axa Advisors
The Critical Update
University Of Tx
Disclosures
Please visit the SEC profile of Jacob Villarreal 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 49 Financial
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Rogers, AR
Austin, TX
Charlotte, NC
Rogers, AR
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