Jonathan
Billiot
Ark Wealth Management
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About this Advisor
Jonathan Billiot is a financial advisor based in Austin, Texas, working with Ark Wealth Management. Jonathan has previously held positions at Comerica Bank, Oakwell Private Wealth Management D/B/A Ark Financial Group, LLC, Ark Financial Group, Ark Financial Advisors, LLC, and Snazze Boutique. Jonathan has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Jonathan is part of Ark Wealth Management, which operates out of Austin, Texas. The firm has 4 employees and manages assets totaling $144.6 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Ark Wealth Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ark Wealth Management Brokerage Details
$144,581,209
4
465
$310,927
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Jonathan Billiot Work History
Snazze Boutique
Ark Financial Advisors, LLC
Ark Financial Advisors, LLC
Ark Financial Group
Oakwell Private Wealth Management D/B/A Ark Financial Group, LLC
Ark Financial Group
Comerica Bank
Disclosures
Please visit the SEC profile of Jonathan Billiot 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 Ark Wealth Management
Austin, TX
Austin, TX
Austin, TX
Austin, TX
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