Unclaimed Profile

Jerry Peter Georgopoulos

EXENCIAL WEALTH ADVISORS, LLC·OKLAHOMA CITY, Oklahoma

Series 7, Series 63, Series 65Clean record23 years registeredEXENCIAL WEALTH ADVISORS, LLC

9108 N. KELLEY AVENUE, OKLAHOMA CITY, OK 73131CRD# 2746357Firm CRD# 130475

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jerry Peter Georgopoulos · OKLAHOMA CITY, OK

Registration

CRD #2746357 · EXENCIAL WEALTH ADVISORS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: EXENCIAL WEALTH ADVISORS, LLC

EXENCIAL WEALTH ADVISORS

Jun 2014 – Apr 2026

Dallas, TX

EFG CORPORATION

Aug 2005 – Mar 2012

DALLAS, TX

KPMG INVESTMENT ADVISORS

Nov 2002 – Feb 2003

DALLAS, TX

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · November 5, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EXENCIAL WEALTH ADVISORS, LLC

CRD 130475 · SEC 801-62789

AUM

$5.0B

Regulatory assets under management

Employees

101

10,586 client accounts

Services offered by EXENCIAL WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at EXENCIAL WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Jerry Peter Georgopoulos offer?

Jerry Peter Georgopoulos specializes in Financial Planning, Investment Management, Wealth Management.

What are Jerry Peter Georgopoulos's credentials?

Jerry Peter Georgopoulos is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jerry Peter Georgopoulos located?

Jerry Peter Georgopoulos is based in OKLAHOMA CITY, Oklahoma, last registered with EXENCIAL WEALTH ADVISORS, LLC.

How does Jerry Peter Georgopoulos charge for services?

Jerry Peter Georgopoulos's firm is compensated through percentage of aum, hourly charges, subscription fees, other: revenue sharing arrangement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EXENCIAL WEALTH ADVISORS, LLC?

EXENCIAL WEALTH ADVISORS, LLC has approximately 101 employees and manages $5.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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