JK
Jerry E. Katz
BILKEYKATZ INVESTMENT CONSULTANTS
PITTSBURGH, PA 15219-1905
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CRD#: 1306945
JK
Professional summary
Jerry Edward Katz is a registered financial advisor currently at BILKEYKATZ INVESTMENT CONSULTANTS located in Pittsburgh, Pennsylvania and OAKMONT CAPITAL MANAGEMENT, LLC located in Pittsburgh, Pennsylvania.
Jerry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Jerry has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Mr. Katz serves on the Board of Directors of the Hebrew Loan Association of Pittsburgh, located at 4905 Fifth Avenue, Pittsburgh, PA 15213. This non-profit organization advances opportunities for people in need by providing interest-free loans; this is not an investment-related business. He dedicates approximately 2 hours a month to this activity, none of which occur during securities trading hours. His duties include approving loans and serving as a member of the Investment Committee. Mr. Katz has held this position since 2023.-- --Mr. Katz serves as a member of the Investment Committee for The Advanced Leadership Institute, located at BNY Mellon Center, 500 Grant St, #4125, Pittsburgh, PA 15219. The Institute provides leadership training to minorities; this is not an investment business. He dedicates approximately 1 hour a month to this activity during securities trading hours. His duties involve serving as a member of the Investment Committee. Mr. Katz has held this position since 2021.-- --Mr. Katz serves as the Treasurer of Bakery Village HOA, located at 5500 Walnut Street, Suite 200 Pittsburgh, PA 15232. This is the homeowners association for a housing community and is not an investment business. He dedicates approximately 3 hours a month to this activity, 1 hour of which occurs during securities trading hours. His duties involve fulfilling treasury functions. Mr. Katz has held this position since 2022.
CRS (Client Relationship Summary) - RIA
Click below to view Jerry Edward Katz's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 6, 2013 - Present
BILKEYKATZ INVESTMENT CONSULTANTS
Office #1: 411 Seventh Avenue Suite 1425, Pittsburgh, PA 15219-1905RIA
CRD#: 125216
PITTSBURGH, PA
Current
October 14, 2025 - Present
OAKMONT CAPITAL MANAGEMENT, LLC
Office #1: 411 Seventh Avenue Suite 1425, Pittsburgh, PA 15219-1905RIA
CRD#: 128939
PITTSBURGH, PA
Past
June 16, 1989 - January 21, 1999
YP, LLC
BD
CRD#: 23742
PITTSBURGH, PA
Past
October 6, 1988 - September 23, 1989
BUTCHER FINANCIAL CORPORATION
BD
CRD#: 14792
PHILADELPHIA, PA
Past
February 7, 1985 - October 28, 1988
BUTCHER & SINGER INC.
BD
CRD#: 6517
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
OC
OAKMONT CAPITAL MANAGEMENT, LLC
BILKEYKATZ INVESTMENT CONSULTANTS | OAKMONT CAPITAL MANAGEMENT, LLC
CRD#: 128939 / SEC#: 801-71287
RIA
Registered Investment Advisory firm - (4/6/2010 Approved)Pennsylvania
Registered Investment Advisory firm - (5/19/2010 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Pennsylvania(10/14/2025)
IAR
Texas(3/6/2013)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
OC
OAKMONT CAPITAL MANAGEMENT, LLC
BILKEYKATZ INVESTMENT CONSULTANTS | OAKMONT CAPITAL MANAGEMENT, LLC
CRD#: 128939 / SEC#: 801-71287
RIA
Registered Investment Advisory firm - (4/6/2010 Approved)Pennsylvania
Registered Investment Advisory firm - (5/19/2010 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
856 Allegheny River Blvd, Oakmont, PA 15139
Mailing Address
P.o. Box 52, Oakmont, PA 15139
Phone number
(412) 828-5550
Established
Firm type
Fiscal year end
# of Employees
19
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 975 |
| AUM (Assets Under Management) | $ 3,141,475,255 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/31/2025 | ||
| 10/11/2024 | ||
| 03/22/2024 | ||
| 02/28/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
