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Featured Business Financial Advisor in Austin, TX
Austin Financial Advisors
Beck Capital Management LLC
2009 South Capital of TX Hwy #200
Austin, TX 78746
(512) 345-6789
“Tax Wise - Money Smart”
Advisor Profile
Jerry McIlhon
Name:  Jerry McIlhon
Phone Number:  (512) 345-6789
Website:  Visit Website
ADV Form II Link:
Beck Capital Management LLC

About Beck Capital Management LLC

Jerry McIlhon is a registered investment advisor who is a 29 year veteran in the financial industry.

Fee-based RIA, provides wealth consultant and investment advisory services.

Click on our website to view our investment philosophy and personnel.
 

General Information

Number of Years with Current Firm:    17
Years of Experience in Financial Services:    29
Name of Custodial Firm:    Fidelity Institutional
SEC File#:    801-62795
CRD#:    1730924
I work with the following types of clients:    Businesses, Individual Investors
Work Experience:    See Bio
States Willing to do Business in:    Austin,Buda,Cedar Creek,Cedar Park,Del Valle,Driftwood,Dripping Springs,Elgin,Georgetown,Hutto,Kyle,Leander,Manchaca,Manor,Pflugerville,Round Rock,Spicewood,And surrounding areas
States Licensed in:    Texas
Insurance License#:    1016912
Gender:    Male
 

Education

Academic Background
 
University of Northern Iowa Marketing/Finance 25 years of experience
 

Services

I can meet clients in the following ways:    Via email, Via phone, At your office, At your home, At my office
Investment Types:    Insurance, Annuities, Exchange Traded Funds (ETFs), Alternative Investments, Bonds, Stocks
 

Qualifications & Memberships

Non-Financial Organization Memberships:    Hospice Austin
Insurance and Annuity Licenses:    Life, Health, Disability, Annuity
Securities Licenses:    Series 65, Series 63, Series 6
Certifications, Accreditations & Designations:    Senior Investment Advisor
 

Firm Information

Assets Managed by Advisor:    $46 million AUM
Assets Managed by Firm:    $260million
Firm's Number of Managed Clients:    400
Firm's Number of Clients:    400
Advisor's Number of Managed Clients:    200
Advisor's Number of Clients:    200
 

Compliance

Criminal Disclosures in Last 5 years:    I have a clean record
Compliance Disclosures in Last 5 years:    I have a clean record
I am an acknowledged fiduciary:    Yes
Investment Advisor Representative:    Yes
Registered Investment Advisor:    Yes
 

Compensation and Fees

Minimum Fee Charged for Managed Accounts:    .75%
Fee % Based on Assets:    .75-1.8%
Compensation Methods:    Commissions, Based on Assets
Fee Structure:    Fee-Based
Minimum Portfolio Size for New Managed Accounts:    $250,000
 
 
 

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