Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Willcox is a financial advisor with Venturi Private Wealth. Jay has been in the financial services industry since 2007 and has experience with a range of firms. Jay is a Certified Financial Planner (CFP) and holds Series 6, 7, 63, 66 and SIE licenses. Venturi Private Wealth provides a variety of financial advisory services, including financial planning, portfolio management for individuals and pooled investment vehicles, and pension consulting. The firm is headquartered in Austin, Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
05/13/2022 - Present
Venturi Private Wealth (AUSTIN TX)
OK
01/12/2021 - 05/06/2022
LPL FINANCIAL LLC (TULSA OK)
OK
10/25/2019 - 01/15/2021
AVANTAX INVESTMENT SERVICES, INC. (TULSA OK)
OK
09/20/2016 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (TULSA OK)
OK
10/09/2015 - 09/30/2016
BANCWEST INVESTMENT SERVICES, INC. (EDMOND OK)
OK
06/03/2013 - 10/01/2015
SECURITIES AMERICA, INC. (NORMAN OK)
OK
06/10/2010 - 04/02/2013
ING FINANCIAL PARTNERS, INC. (OKLAHOMA CITY OK)
OK
07/17/2007 - 11/01/2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (OKLAHOMA CITY OK)
BOTH
Issued 07/09/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/06/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2010
Series 7 - General Securities Representative Examination
BC
Issued 07/16/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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