Jay
Willcox
Venturi Private Wealth
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About this Advisor
Jay Willcox is a financial advisor based in Austin, Texas, working with Venturi Private Wealth. Jay has previously held positions at Securities America Inc, Eide Bailly Advisors, LLC, Bancwest Investment Services, 1St Global Capital Corp, 1St Global Advisors, Inc, Harrison Henderson, Pllc, Avantax Insurance Services, Inc, Avantax Advisory Services, Avantax Invesment Services, Inc, Lpl Financial, LLC, Merit Financial Group, LLC, and Venturi Private Wealth, LLC. Jay has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Oklahoma. Currently, Jay is part of Venturi Private Wealth, which operates out of Austin, Texas. The firm has 1 office and 33 employees. The firm manages assets totaling $2.3 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 pooled investment vehicles, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Venturi Private Wealth includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Venturi Private Wealth Brokerage Details
$2,308,952,097
33
3,429
$673,360
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jay Willcox Work History
Venturi Private Wealth, LLC
Lpl Financial, LLC
Merit Financial Group, LLC
Avantax Advisory Services
Avantax Invesment Services, Inc
1St Global Capital Corp
1St Global Advisors, Inc
Harrison Henderson, Pllc
Avantax Insurance Services, Inc
Bancwest Investment Services
Securities America Inc
Eide Bailly Advisors, LLC
Disclosures
Please visit the SEC profile of Jay Willcox 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 Venturi Private Wealth
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Oklahoma City, OK
Austin, TX
Austin, TX
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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