Avery Jack Klatsky
Investment adviser representative at Sfmg Wealth Advisors
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Sfmg Wealth AdvisorsJan 2026 to now
- Sfmg Wealth AdvisorsJan 2023 to Dec 2025
- Sfmg Wealth AdvisorsMay 2022 to Aug 2022
- Bayntree Wealth AdvisorsFeb 2021 to Dec 2021
- The State Press (asu Student Newspaper)Sep 2019 to Apr 2021
- Arizona State UniversityAug 2019 to Dec 2022
- Plano West Senior High SchoolAug 2017 to May 2019
- Shepton High SchoolAug 2015 to Jun 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
Sfmg Wealth Advisors
Legal name: Sfmg, LLC.
$3BAssets managed
982Clients
16Advisers
33 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
- 8214589
- Firm CRD
- 107548