William Jezek, financial advisor Tulsa OK

William Jezek

CRD Number: 6945390
Current Firm: Olistico Wealth, LLC

William Jezek (CRD# 6945390) is an Investment Advisor Representative working at Olistico Wealth, LLC in Tulsa, OK and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Olistico Wealth, LLC Tulsa, OK Jul 2021 - Current 1
Ubs Financial Services Inc. Weehawken, NJ Jul 2019 - Jul 2021 2
Texas Christian University Fort Worth, TX Jun 2018 - May 2019 < 1
Student Fort Worth, TX Aug 2015 - May 2019 3
Texas Christian University Fort Worth, TX Jun 2015 - May 2019 3
Ubs Financial Services Inc. Weehawken, NJ Jun 2018 - Aug 2018 < 1
Holland Hall School Tulsa, OK Aug 2012 - Jun 2015 2
Ervin Photography Tulsa, OK Sep 2014 - May 2015 < 1
Edit Tulsa Tulsa, OK Sep 2012 - Aug 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2019
Contact Info for William H. Jezek
Phone Number: 918-863-2005
Registered State(s):
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    164
    MILLIONS
  • Total Number of Accounts
    195
    ACCOUNTS
  • Average Account Value
    $843,516
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

OK, TX

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