Anthony Scott Jezek
Professional Summary
Anthony Scott Jezek, who also goes by Tony Jezek, is a registered financial advisor currently at OLISTICO WEALTH, LLC located in Tulsa, Oklahoma. Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Anthony has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 31 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Tony Jezek
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
41 years in the financial services industry
Current & Past Employments
Current
Past
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Current Firm
OLISTICO WEALTH, LLC
Contact Information
Main Address
2431 East 61st Street Suite 175, Tulsa, OK 74136Phone Number
(918) 863-2005# of Employees
4SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
405AUM (Assets Under Management)
$371,509,330Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
OLISTICO WEALTH, LLC
State Registrations and Notice Filings
(7/16/2021)
(7/19/2021)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Anthony Scott Jezek's CRS (Customer Relationship Summary).
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