Jacob
Villarreal

49 Financial

CRD#6982122
Investment Advisor
in Austin, TX

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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

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

916 S Capital Of Texas Highway Suite 2.100
Austin, TX 78746

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49 Financial Brokerage Details

Total Assets Under Management

$566,217,984

TX Average: $3,042,739,679
Total Number of Employees

103

TX Average: 49
Total Number of Accounts

3,364

TX Average: 2,315
Average Account Size

$168,317

TX Average: $1,314,358

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

2024 - Present (1 year)

Oakwood Capital Securities, Inc

2023 - Present (2 years)

49 Wealth Management LLC

2020 - 2022 (2 years)

Thrivent Advisor Network, LLC

2019 - 2024 (5 years)

Purshe Kaplan Sterling Investments, Inc

2018 - 2019 (1 year)

Axa Advisors, LLC

2017 - 2018 (1 year)

Amazon Flex

2017 - 2017 (< 1 year)

Cg Victory

2017 - 2017 (< 1 year)

49 Financial/Axa Advisors

2016 - 2016 (< 1 year)

The Critical Update

2014 - 2018 (4 years)

University Of Tx

Created with Highcharts 6.0.7

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

Cami Engelbert
Austin, TX
Adam Lenartowicz
Austin, TX
Banks Wilson
Austin, TX
Weston Kammer
El Segundo, CA
Mitchell Roper
Austin, TX
Maximilian Hillerbrand
Charlotte, NC
Chase Carlson
Houston, TX
Michael Defrees
Austin, 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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