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James Rex Merchant

JFL CAPITAL MANAGEMENT LLC·LAKEWAY, Texas
Unclaimed Profile
1415 RR 620 SOUTH, LAKEWAY, TX 78734CRD# 1899264Firm CRD# 174202
01

About

James Rex Merchant is a registered financial advisor based in LAKEWAY, Texas, affiliated with JFL CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
JFL CAPITAL MANAGEMENT LLC
JFL CAPITAL MANAGEMENT LLC
AUM
$215M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at JFL CAPITAL MANAGEMENT LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1899264
Firm CRD# 174202
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Rex Merchant offer?
James Rex Merchant specializes in Retirement Planning, Wealth Management. Contact their office in LAKEWAY, Texas for a consultation.
What are James Rex Merchant's credentials?
James Rex Merchant is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Rex Merchant located?
James Rex Merchant is based in LAKEWAY, Texas, working with JFL CAPITAL MANAGEMENT LLC. Their office serves clients in the LAKEWAY metropolitan area and surrounding communities.
How does James Rex Merchant charge for services?
James Rex Merchant'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 JFL CAPITAL MANAGEMENT LLC?
JFL CAPITAL MANAGEMENT LLC has approximately 3 employees and manages $215M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in LAKEWAY
Joseph Lawler — JFL CAPITAL MANAGEMENT LLCJohn David Pollock — FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLCHans Thomas Walsh — BERNZOTT CAPITAL ADVISORSGary Joel Nemer — FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLCBrandon Edward White — B&D WHITE CAPITAL COMPANY, LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
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