Austin Asset

Austin Asset (CRD# 105441) is a financial advisory firm headquartered in Austin, TX. They manage $1,039,704,269 in 1,848 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,040
    MILLION
  • Total Number of Accounts
    1,848
    ACCOUNTS
  • Average Account Value
    $562,611
Compensation Options
  • A percentage of assets under your management
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, TX

Financial Advisors at Austin Asset
Showing 1 - 10 of 12 top financial advisors.
1
James B. Coffman
CRD#: 2765150
7200 N. Mopac, Suite315, Austin, TX 78731

James Coffman (CRD# 2765150) is an Investment Advisor Representative working at Austin Asset in Austin, TX and has over 24 years of experience in the finance industry. James Coffman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jonathan D. Davison
CRD#: 4559738
7200 North Mopac Expressway, Suite 315, Austin, TX 78731

Jonathan Davison (CRD# 4559738) is an Investment Advisor Representative working at Austin Asset in Austin, TX and has over 18 years of experience in the finance industry. Jonathan Davison has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Jessica M. Forrest
CRD#: 1812899
7200 N. Mopac, Suite 315, Austin, TX 78731

Jessica Forrest (CRD# 1812899) is an Investment Advisor Representative working at Austin Asset in Austin, TX and has over 25 years of experience in the finance industry. Jessica Forrest has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
William E. Hehman
CRD#: 4340147
7200 N. Mopac, Suite 315, Austin, TX 78731

William Hehman (CRD# 4340147) is an Investment Advisor Representative working at Austin Asset in Austin, TX and has 1 year of experience in the finance industry. William Hehman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Jamie K. Ileks
CRD#: 6088827
7200 N. Mopac, Suite 315, Austin, TX 78731

Jamie Ileks (CRD# 6088827) is an Investment Advisor Representative working at Austin Asset in Austin, TX and has 1 year of experience in the finance industry. Jamie Ileks has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Kristin L. Jaggard
CRD#: 6635077
7200 N. Mopac, Suite 315, Austin, TX 78731

Kristin Jaggard (CRD# 6635077) is an Investment Advisor Representative working at Austin Asset in Austin, TX and has 1 year of experience in the finance industry. Kristin Jaggard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
James D. Kerr
CRD#: 2850646
7200 N. Mopac , Suite 315, Austin, TX 78731

James Kerr (CRD# 2850646) is an Investment Advisor Representative working at Austin Asset in Austin, TX and has over 23 years of experience in the finance industry. James Kerr has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Ryann A. Marotta
CRD#: 5363047
7200 N. Mopac, Suite 315, Austin, TX 78731

Ryann Marotta (CRD# 5363047) is an Investment Advisor Representative working at Austin Asset in Austin, TX and has over 12 years of experience in the finance industry.

9
Marybeth C. Meyer
CRD#: 4831666
7200 N. Mopac, Suite 315, Austin, TX 78731

Marybeth Meyer (CRD# 4831666) is an Investment Advisor Representative working at Austin Asset in Austin, TX and has over 16 years of experience in the finance industry. Marybeth Meyer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Thomas J. Stevenson
CRD#: 5957044
7200 N. Mo Pac Expy, Suite 315, Austin, TX 78731

Thomas Stevenson (CRD# 5957044) is an Investment Advisor Representative working at Austin Asset in Austin, TX and has over 6 years of experience in the finance industry. Thomas Stevenson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.