
Austin, TX 78746
5123456789

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.
See Disclosures
Firm Start Year
2009
No. of Employees
5-9
CRD#
1730924
Firm CRD#
152705
Insurance License#
1016912
Name of Custodial Firm
Fidelity Institutional
States Licensed in
Texas
Years of Experience in Financial Services
33
Number of Years with Current Firm
29
Work Experience
See Bio
Work with the following types of clients
Businesses, Individual Investors
Foreign Languages Serviced
Spanish
Advisory Services Provided
Financial Advice & Consulting, Financial Planning for Businesses, Financial Planning for Individuals
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Certifications, Accreditations & Designations
Investment Advisor
Securities Licenses
Series 6, Series 63, Series 65
Insurance and Annuity Licenses
Disability, Life, Health, Annuity
Non-Financial Organization Memberships
Hospice Austin
Firm's Number of Clients
400
Firm's Number of Managed Clients
400
Assets Managed by Firm
$450,000,000
Advisor's Number of Clients
212
Advisor's Number of Managed Clients
212
Total Assets Under Management by Advisor
$172,000,000
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$1,000,000
Compensation Methods
Based on Assets, Commissions
Fee % Based on Assets
.75-1.8%
Minimum Fee Charged for Managed Accounts
.75%
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1841762/financialplanners-Beck-Capital-Management-LLC-detailed-disclosure.html