Jared
Mejstrik
Austin Wealth Management, LLC
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About this Advisor
Jared Mejstrik is a financial advisor operating in Austin, Texas with 1 year of industry experience. Mejstrik works at Austin Wealth Management, LLC. Over the course of their career, Mejstrik has held roles at Td Ameritrade, Hyatt Hotels, Jimmy John'S, Gallup, Pizza Hut, Complete Weddings & Events, Smitty'S Garage, Morgan Stanley and Austin Wealth Management, LLC. Mejstrik has Series 63 and Series 66 licenses, which qualify them as a securities agent, and is registered to work in Texas. Austin Wealth Management, LLC is an advisory company that has its headquarters in Austin, TX. It handles $433 million in assets under management across its 1,899 customer accounts, making it one of the bigger investment advisory firms in the country by assets under management. Of its 1,899 customer accounts, 15% are held by high-net-worth investors who have more than $1 million in assets. The company provides a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management usually depend on the type of services provided. However, fee types charged by Austin Wealth Management, LLC likely are comprised of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Austin Wealth Management, LLC Brokerage Details
$432,723,356
12
1,899
$227,869
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
Jared Mejstrik Work History
Jared has been registered as a financial advisor for 1 years.*
Austin Wealth Management, LLC
Morgan Stanley
Td Ameritrade
Smitty'S Garage
Complete Weddings & Events
Pizza Hut
Jimmy John'S
Gallup
Hyatt Hotels
*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 Jared Mejstrik 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 Austin Wealth Management, LLC
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
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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