Unclaimed Profile

Jay Winfield Vanert

CAZ INVESTMENTS L.P.·HOUSTON, Texas

Series 7, Series 24, Series 63, Series 65Clean record14 years registeredCAZ INVESTMENTS L.P.

ONE RIVERWAY, HOUSTON, TX 77056CRD# 2414161Firm CRD# 113931

Profile Verification

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

Identity

Jay Winfield Vanert · HOUSTON, TX

Registration

CRD #2414161 · CAZ INVESTMENTS L.P. · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CAZ INVESTMENTS L.P.

CAZ INVESTMENTS L.P.

Aug 2013 – Jun 2020

HOUSTON, TX

DORCHESTER CAPITAL ADVISORS INTERNATIONAL, LLC

Jan 2012 – Mar 2012

AUSTIN, TX

DORCHESTER CAPITAL ADVISORS, LLC

Jan 2012 – May 2014

AUSTIN, TX

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · January 11, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAZ INVESTMENTS L.P.

CRD 113931 · SEC 801-60606

AUM

$6.4B

Regulatory assets under management

Employees

8,044 client accounts

Services offered by CAZ INVESTMENTS L.P.

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at CAZ INVESTMENTS L.P. →

Introduction

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Frequently Asked Questions

What services does Jay Winfield Vanert offer?

Jay Winfield Vanert specializes in Investment Management, Retirement Planning, Wealth Management.

What are Jay Winfield Vanert's credentials?

Jay Winfield Vanert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jay Winfield Vanert located?

Jay Winfield Vanert is based in HOUSTON, Texas, last registered with CAZ INVESTMENTS L.P..

How does Jay Winfield Vanert charge for services?

Jay Winfield Vanert's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAZ INVESTMENTS L.P.?

CAZ INVESTMENTS L.P. has approximately 48 employees and manages $6.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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