Justin Jacobs, financial advisor Austin TX

Justin Jacobs

CRD Number: 4268827
Current Firm: Avondale Wealth Management LLC

Justin Jacobs (CRD# 4268827) is an Investment Advisor Representative working at Avondale Wealth Management LLC in Austin, TX and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Avondale Wealth Management, LLC Austin, TX Mar 2010 - Current 12
Purshe Kaplan Sterling Investments, Inc. Albany, NY Mar 2010 - Current 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2000
Contact Info for Justin C. Jacobs
Phone Number: 512-505-8148
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    207
    MILLIONS
  • Total Number of Accounts
    441
    ACCOUNTS
  • Average Account Value
    $469,535
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

TX

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