William Henry Jezek
Investment adviser representative at Olistico Wealth, LLC
11 yearsExperience
2 statesRegistered in
$371.5MFirm assets
5 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Olistico Wealth, LLCJul 2021 to now
- UBS Financial Services Inc.Jul 2019 to Jul 2021
- Texas Christian UniversityJun 2018 to May 2019
- UBS Financial Services Inc.Jun 2018 to Aug 2018
- StudentAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (OK, TX).
Olistico Wealth, LLC
$371.5MAssets managed
404Clients
4Advisers
5 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
- 6945390
- Firm CRD
- 315028