Avalon Investment & Advisory

Avalon Investment & Advisory (CRD# 112556) is a financial advisory firm headquartered in Houston, TX. They manage $8,440,689,324 in 5,191 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    8,441
    MILLION
  • Total Number of Accounts
    5,191
    ACCOUNTS
  • Average Account Value
    $1,626,024
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Avalon Investment & Advisory
Showing 1 - 10 of 32 top financial advisors.
1
Abby E. Barnett
CRD#: 6947559
2929 Allen Parkway, Suite 3000, Houston, TX 77019

Abby Barnett (CRD# 6947559) is an Investment Advisor Representative working at Avalon Investment & Advisory in Houston, TX and has 1 year of experience in the finance industry.

2
Christopher D. Carter
CRD#: 2143036
2929 Allen Parkway, Suite 3000, Houston, TX 77019

Christopher Carter (CRD# 2143036) is an Investment Advisor Representative working at Avalon Investment & Advisory in Houston, TX and has over 29 years of experience in the finance industry.

3
Joanna J. Fetter
CRD#: 6288736
2929 Allen Parkway, Suite 3000, Houston, TX 77019

Joanna Fetter (CRD# 6288736) is an Investment Advisor Representative working at Avalon Investment & Advisory in Houston, TX and has over 6 years of experience in the finance industry.

4
Harry M. Flavin
CRD#: 4344740
2929 Allen Parkway, Suite 3000, Houston, TX 77019

Harry Flavin (CRD# 4344740) is an Investment Advisor Representative working at Avalon Investment & Advisory in Houston, TX and has 1 year of experience in the finance industry.

5
Ryan W. Fletcher
CRD#: 4428680
2929 Allen Parkway, Suite 3000, Houston, TX 77019

Ryan Fletcher (CRD# 4428680) is an Investment Advisor Representative working at Avalon Investment & Advisory in Houston, TX and has over 8 years of experience in the finance industry.

6
Stefan F. Grater
CRD#: 4558587
2929 Allen Parkway, Suite 3000, Houston, TX 77019

Stefan Grater (CRD# 4558587) is an Investment Advisor Representative working at Avalon Investment & Advisory in Houston, TX and has over 19 years of experience in the finance industry. Stefan Grater 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
Nicolas F. Hurst
CRD#: 6849842
2929 Allen Parkway, Suite 3000, Houston, TX 77019

Nicolas Hurst (CRD# 6849842) is an Investment Advisor Representative working at Avalon Investment & Advisory in Houston, TX and has over 3 years of experience in the finance industry.

8
Jeffrey M. Jacobe
CRD#: 2523382
2929 Allen Parkway, Suite 3000, Houston, TX 77019

Jeffrey Jacobe (CRD# 2523382) is an Investment Advisor Representative working at Avalon Investment & Advisory in Houston, TX and has over 18 years of experience in the finance industry.

9
Pamela Janysek
CRD#: 5875761
2929 Allen Parkway, Suite 3000, Houston, TX 77019

Pamela Janysek (CRD# 5875761) is an Investment Advisor Representative working at Avalon Investment & Advisory in Houston, TX and has over 5 years of experience in the finance industry.

10
David J. Jesulaitis
CRD#: 5044912
2929 Allen Parkway, Ste 3000, Houston, TX 77019

David Jesulaitis (CRD# 5044912) is an Investment Advisor Representative working at Avalon Investment & Advisory in Houston, TX and has over 14 years of experience in the finance industry.

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