Justin Coy Jacobs
Investment adviser representative at Avondale Wealth Management LLC
16 yearsExperience
1 stateRegistered in
$326.7MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Avondale Wealth Management, LLCMar 2010 to now
- Purshe Kaplan Sterling Investments, Inc.Mar 2010 to now
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (TX).
Avondale Wealth Management LLC
$326.7MAssets managed
201Clients
4Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4268827
- Firm CRD
- 152590