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Justin Coy Jacobs

AVONDALE WEALTH MANAGEMENT LLC·WEST LAKE HILLS, Texas
Unclaimed Profile
4407 BEE CAVE RD., WEST LAKE HILLS, TX 78746CRD# 4268827Firm CRD# 152590
01

About

Justin Coy Jacobs is a registered financial advisor based in WEST LAKE HILLS, Texas, affiliated with AVONDALE WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
AVONDALE WEALTH MANAGEMENT LLC
AVONDALE WEALTH MANAGEMENT LLC
AUM
$250M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at AVONDALE WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4268827
Firm CRD# 152590
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Justin Coy Jacobs offer?
Justin Coy Jacobs specializes in Financial Planning, Investment Management. Contact their office in WEST LAKE HILLS, Texas for a consultation.
What are Justin Coy Jacobs's credentials?
Justin Coy Jacobs is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Justin Coy Jacobs located?
Justin Coy Jacobs is based in WEST LAKE HILLS, Texas, working with AVONDALE WEALTH MANAGEMENT LLC. Their office serves clients in the WEST LAKE HILLS metropolitan area and surrounding communities.
How does Justin Coy Jacobs charge for services?
Justin Coy Jacobs's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AVONDALE WEALTH MANAGEMENT LLC?
AVONDALE WEALTH MANAGEMENT LLC has approximately 5 employees and manages $250M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WEST LAKE HILLS
Ryan Swagar — VENTURE51 LLCBrandon Zeuner — VENTURE51 LLCMichael Hoi-Ming Cheung — CAERUS INVESTMENT ADVISORS, LLCJoanne G Burks — AVONDALE WEALTH MANAGEMENT LLCJessica Nadine Clark — CAERUS INVESTMENT ADVISORS, 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
Advisor Fees in TexasNational Fee Analysis
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