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Jerry Peter Georgopoulos

Exencial Wealth Advisors

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About Jerry Peter Georgopoulos

Jerry Peter Georgopoulos is an investment advisor representative at Exencial Wealth Advisors. Jerry has been in the industry since 1996 and is registered with the state of Texas. Jerry has experience working with individuals, high net worth individuals, pension and profit sharing plans, corporations or other businesses, charitable organizations, and insurance companies. Jerry is a Series 7, Series 63, and Series 65 licensed investment advisor representative.

Firm Information

Jerry Georgopoulos is currently registered with Exencial Wealth Advisors. Exencial Wealth Advisors is an Oklahoma City-based wealth management firm with over $5 billion in assets under management. They provide a variety of services, including financial planning, portfolio management, and pension consulting. They serve a range of clients, including individuals, businesses, and institutions. Exencial Wealth Advisors is a registered investment advisor and is committed to providing their clients with personalized and comprehensive wealth management solutions.
Exencial Wealth Advisors

9108 N. KELLEY AVENUE

OKLAHOMA CITY, OK 73131

$5.02B

Assets Under Management

45

Total Clients

37

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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general consulting

General consulting

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Revenue sharing arrangement

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Jerry Georgopoulos’s Registration & Firm History

TX

06/27/2014 - Present

Exencial Wealth Advisors (Dallas TX)

NY

10/03/1996 - 10/20/2000

MERCER ALLIED COMPANY, L.P. (COHOES NY)

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Licenses & Designations

IA

Issued 05/15/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/23/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/02/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jerry Peter Georgopoulos.
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