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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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JJ

Justin C. Jacobs

AVONDALE WEALTH MANAGEMENT
WEST LAKE HILLS, TX 78746
Some features on this profile are disabled
CRD#: 4268827
JJ

Professional summary

Justin Coy Jacobs, who also goes by Justin C Jacobs, Justin C. Jacobs, is a registered financial advisor currently at AVONDALE WEALTH MANAGEMENT LLC located in West Lake Hills, Texas and PURSHE KAPLAN STERLING INVESTMENTS located in Austin, Texas.

Justin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Justin has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Justin C Jacobs | Justin C. Jacobs

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Coy Jacobs'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 26, 2010 - Present

AVONDALE WEALTH MANAGEMENT LLC

Office #1: 4407 Bee Cave Rd. Suite 421, West Lake Hills, TX 78746
RIA
CRD#: 152590
WEST LAKE HILLS, TX
Current

March 26, 2010 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 4407 Bee Cave Road Suite 421, Austin, TX 78746
BD
CRD#: 35747
AUSTIN, TX
Past

February 3, 2006 - March 29, 2010

BBVA COMPASS INVESTMENT SOLUTIONS, INC

RIA
CRD#: 17086
AUSTIN, TX
Past

February 3, 2006 - March 29, 2010

BBVA COMPASS INVESTMENT SOLUTIONS, INC

BD
CRD#: 17086
AUSTIN, TX
Past

December 20, 2000 - January 17, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
AUSTIN, TX
Past

December 6, 2000 - January 17, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
AUSTIN, TX

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".
AW
AVONDALE WEALTH MANAGEMENT LLC
AVONDALE WEALTH ADVISORS | BRIDGEWAY WEALTH MANAGEMENT LLC | AVONDALE WEALTH MANAGEMENT LLC

CRD#: 152590 / SEC#: 801-101528

RIA
Registered Investment Advisory firm - (7/24/2015 Approved)
Texas
Registered Investment Advisory firm - (7/31/2015 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(12/3/2019)
RR
Texas
(3/26/2010)
IAR
Texas
(3/26/2010)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/19/2000
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/5/2000
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

AW
AVONDALE WEALTH MANAGEMENT LLC
AVONDALE WEALTH ADVISORS | BRIDGEWAY WEALTH MANAGEMENT LLC | AVONDALE WEALTH MANAGEMENT LLC

CRD#: 152590 / SEC#: 801-101528

RIA
Registered Investment Advisory firm - (7/24/2015 Approved)
Texas
Registered Investment Advisory firm - (7/31/2015 Terminated)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
4407 Bee Cave Rd. Suite 421, West Lake Hills, TX 78746
Mailing Address
Phone number
(512) 505-8148
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

AVONDALE 2A DISCLOSURE BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts553
AUM (Assets Under Management)$ 285,845,649

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.

Company Information

AVONDALE WEALTH MANAGEMENT LLC

CRD#: 152590West Lake Hills, TX 78746

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