William JezekCRD 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.
Burkholder Wealth Management
Lpl Financial LLC
J M Brown Financial Partners
|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|
Total Assets Under Management164MILLIONS
Total Number of Accounts195ACCOUNTS
Average Account Value$843,516
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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