Gerald T. Mcilhon

BECK CAPITAL MANAGEMENT LLC

Austin, TX 78746

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CRD#: 1730924

Professional summary

Gerald Thomas Mcilhon, who also goes by Jerry Thomas Mcilhon, Jerry Mcilhon, is a registered financial advisor currently at BECK CAPITAL MANAGEMENT LLC located in Austin, Texas.

Gerald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Gerald has worked at 7 firms and has passed the Series 65, Series 63, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jerry Thomas Mcilhon | Jerry Mcilhon

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.

WRITES LIFE INSURANCE, EQUITY INDEXED ANNUITY, LTC, AND OR FIXED ANNUITES THROUGH JERRY MCILHON, LLC

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gerald Thomas Mcilhon's CRS (Customer Relationship Summary).

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®

None

Experience

Current

March 5, 2010 - Present

BECK CAPITAL MANAGEMENT LLC

Office #1: 2009 S. Capital Of Texas Hwy. Suite 200, Austin, TX 78746

RIA

CRD#: 152705

Austin, TX

Past

August 4, 2005 - March 2, 2010

PARTNERVEST ADVISORY SERVICES LLC

RIA

CRD#: 113621

AUSTIN, TX

Past

July 26, 2005 - December 19, 2006

PARTNERVEST SECURITIES, INC.

CRD#: 104134

AUSTIN, TX

Past

October 3, 2003 - August 12, 2005

LPL FINANCIAL LLC

RIA

CRD#: 6413

AUSTIN, TX

Past

October 3, 2003 - August 12, 2005

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

September 3, 1998 - October 7, 2003

OSAIC FS, INC.

RIA

CRD#: 3870

CONCORD, NH

Past

September 2, 1998 - October 7, 2003

OSAIC FS, INC.

CRD#: 3870

FORT WAYNE, IN

Past

October 10, 1994 - March 28, 1997

NATIONWIDE INVESTMENT SERVICES CORPORATION

CRD#: 7110

COLUMBUS, OH

Past

May 24, 1991 - July 26, 1994

NATIONWIDE INVESTMENT SERVICES CORPORATION

CRD#: 7110

COLUMBUS, OH

Past

August 28, 1989 - April 24, 1991

TITAN/VALUE EQUITIES GROUP, INC.

CRD#: 6359

IRVINE, CA

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".

BECK CAPITAL MANAGEMENT LLC

CRD#: 152705 / SEC#: 801-70977

RIA

Registered Investment Advisory firm - (1/7/2010 Approved)

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

Florida
(7/26/2024)

IAR

Illinois
(8/26/2024)

IAR

Louisiana
(9/5/2024)

IAR

Texas
(3/5/2010)

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

State Security Law Exam

IAR

Series 65

Date: 1/24/2003

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/25/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 8/25/1989

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 12/18/2003

Investment Company Products/Variable Contracts Principal Examination

Current Firm

BECK CAPITAL MANAGEMENT LLC

CRD#: 152705 / SEC#: 801-70977

RIA

Registered Investment Advisory firm - (1/7/2010 Approved)

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Contact information

Main Address

2009 S. Capital Of Texas Hwy. Suite 200, Austin, TX 78746

Mailing Address

Phone number

(512) 345-6789

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BECK CAPITAL MANAGEMENT LLC ADV PART 2A BROCHURE MARCH 2025 (3/25/2025)

Regulatory assets under management

Total Number of Accounts	1,030
AUM (Assets Under Management)	$ 504,891,520

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.

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Advisor Monitoring

Firm Stability Insights

Gerald T. Mcilhon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gerald Thomas Mcilhon's CRS (Customer Relationship Summary).

Certified licenses

Experience

PARTNERVEST ADVISORY SERVICES LLC

PARTNERVEST SECURITIES, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

OSAIC FS, INC.

OSAIC FS, INC.

NATIONWIDE INVESTMENT SERVICES CORPORATION

NATIONWIDE INVESTMENT SERVICES CORPORATION

TITAN/VALUE EQUITIES GROUP, INC.

Primary Firm SEC Registration

BECK CAPITAL MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/24/2003

Series 63

Date: 8/25/1989

Series 6

Date: 8/25/1989

Series 26

Date: 12/18/2003

Current Firm

BECK CAPITAL MANAGEMENT LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BECK CAPITAL MANAGEMENT LLC

TRUST BUT VERIFY

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