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Justin Coy Jacobs

AVONDALE WEALTH MANAGEMENT LLC·WEST LAKE HILLS, Texas
SIE, Series 7, Series 66Clean record25 years registeredAVONDALE WEALTH MANAGEMENT LLC
4407 BEE CAVE RD., WEST LAKE HILLS, TX 78746CRD# 4268827Firm CRD# 152590

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Justin Coy Jacobs · WEST LAKE HILLS, TX
Registration
CRD #4268827 · AVONDALE WEALTH MANAGEMENT LLC · 25 years registered
Brand Profile
Not yet started
01

Career History

AVONDALE WEALTH MANAGEMENT LLC
Mar 2010 – present
BBVA COMPASS INVESTMENT SOLUTIONS, INC.
Feb 2006 – Mar 2010
AUSTIN, TX
MERRILL LYNCH PIERCE FENNER & SMITH INC.
Dec 2000 – Jan 2006
AUSTIN, TX
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · December 20, 2000
Years registered · 25
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
AVONDALE WEALTH MANAGEMENT LLC
CRD 152590 · SEC 801-101528
AUM
$250M
Regulatory assets under management
Employees
5
504 client accounts
Services offered by AVONDALE WEALTH MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at AVONDALE WEALTH MANAGEMENT LLC →
Introduction

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05

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 at AVONDALE WEALTH MANAGEMENT LLC

Joanne G Burks
WEST LAKE HILLS, TX
Andrew Patrick Mutscheller
DALLAS, TX
Luke Martin Ocker
HOUSTON, TX
John Wilson Spears
DALLAS, TX

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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