Jay Blakeley Willcox
Investment adviser representative at Venturi Private Wealth
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Venturi Private Wealth, LLCApr 2022 to now
- LPL Financial, LLCJan 2021 to Apr 2022
- Merit Financial Group, LLCJan 2021 to Apr 2022
- Avantax Advisory ServicesOct 2019 to Jan 2021
- Avantax Invesment Services, Inc.Oct 2019 to Jan 2021
- Harrison Henderson, PllcSep 2016 to Apr 2022
- Avantax Insurance Services, Inc.Sep 2016 to Jan 2021
- 1st Global Advisors, Inc.Sep 2016 to Oct 2019
- 1st Global Capital Corp.Sep 2016 to Oct 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (OK).
Venturi Private Wealth
Legal name: Venturi Wealth Management, LLC
$3.6BAssets managed
720Clients
20Advisers
12 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
- 5340263
- Firm CRD
- 169576