Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jillian? Claim Your ProfileJillian Klinvex is an Investment Advisor Representative associated with CAZ Investments LP. Jillian has been in the industry since April 2023 and is licensed in Texas. Jillian's background includes experience at Capital Factory in Austin, TX, Loeb Enterprises in New York, NY, and BABSON COLLEGE, WELLESLEY in Babson Park, MA. Jillian is currently registered with the state of Texas as an Investment Advisor Representative.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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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TX
08/10/2023 - Present
CAZ Investments LP (HOUSTON TX)
IA
Issued 08/10/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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