Jillian C. Nel
INSCRIPTION CAPITAL
Houston, TX 77098
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CRD#: 5055280
Professional summary
Jillian Claire Nel, CFP®, who also goes by Jillian Claire Deckard, is a registered financial advisor currently at INSCRIPTION CAPITAL, LLC located in Houston, Texas and EMERSON EQUITY LLC located in San Mateo, California.
Jillian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Jillian has worked at 6 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jillian Claire Deckard
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.
1) CO DIRECTORSHIP & TEACHING FOR THE CFP (r) PROGRAM AT THE GLASSCOCK SCHOOL FOR CONTINUING STUDIES AT RICE UNIVERSITY, NOT INVESTMENT RELATED, 10100 MAIN STREET, HOUSTON, TX 77005, PREPARING CANDIDATES TO SIT FOR THE CERTIFIED FINANCIAL PLANNER EXAM, ACADEMIC DIRECTOR & INSTRUCTOR, DIRECTORSHIP OF CONTENT AND CURRICULUM AS WELL AS INSTRUCTION FOR THE CFP (r) GRADUATE CERTIFICATE PROGRAM, 20HRS A MONTH, 5 HRS A MONTH DURING SECURITIES TRADING HOURS, 03/2013 2) EQUITY INDEXED INSURANCE SALES-INVESTMENT RELATED, 2925 RICHMOND AVE, STE 425 HOUSTON, TX 77098, EQUITY INDEXED INSURANCE AND ANNUITY SALES, LICENSED AGENT, EQUITY INDEXED INSURANCE AND ANNUITY SALES, 5 HRS PER MONTH, 5 HRS PER MONTH DURING SECURITIES TRADING HOURS, 09/2019 3)FIXED INSURANCE SALES-INVESTMENT RELATED, 2925 RICHMOND AVE, STE 425 HOUSTON, TX 77098, LICENSED AGENT, FIXED INSURANCE AND ANNUITY SALES, 5 HRS A MONTH AND 5 HRS A MONTH DURING SECURITIES TRADING HOURS, 09/2019 4) INSCRIPTION CAPITAL-INVESTMENT RELATED, 2925 RICHMOND AVE., STE 425 HOUSTON, TX 77098, REGISTERED INVESTMENT ADVISORY FIRM, DIRECTOR OF FINANCIAL PLANNING, COMPREHENSIVE FINANCIAL PLANNING & INVESTMENT MANAGEMENT FOR HIGH NET WORTH INDIVIDUALS, 180 MONTH, 6.5 HRS PER DAY DEVOTED DURING TRADING HOURS., 02/2019
CRS (Client Relationship Summary) - RIA
Click below to view Jillian Claire Nel'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®
CFP®
Start date: 2011
Experience
Current
September 4, 2019 - Present
INSCRIPTION CAPITAL, LLC
Office #1: 2925 Richmond Avenue Suite 425, Houston, TX 77098RIA
CRD#: 291780
Houston, TX
Current
June 2, 2025 - Present
EMERSON EQUITY LLC
Office #1: 155 Bovet Road, Suite 725, San Mateo, CA 94402RIA
BD
CRD#: 130032
SAN MATEO, CA
Past
September 4, 2019 - June 4, 2025
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Houston, TX
Past
September 27, 2011 - September 4, 2019
LEGACY ASSET MANAGEMENT, INC.
RIA
CRD#: 111423
HOUSTON, TX
Past
September 27, 2011 - September 4, 2019
LEGACY ASSET SECURITIES, INC.
BD
CRD#: 47644
HOUSTON, TX
Past
July 2, 2007 - September 13, 2011
OSAIC FA, INC.
RIA
CRD#: 3978
HOUSTON, TX
Past
April 12, 2007 - September 13, 2011
OSAIC FA, INC.
BD
CRD#: 3978
HOUSTON, 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".
IC
INSCRIPTION CAPITAL, LLC
INSCRIPTION CAPITAL, LLC | WINDWARD LANE WEALTH ADVISORS, LLC | SOUND POST CAPITAL
CRD#: 291780 / SEC#: 801-112532
RIA
Registered Investment Advisory firm - (3/1/2018 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.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(6/2/2025)
RR
Colorado(6/2/2025)
RR
Florida(6/2/2025)
RR
North Carolina(6/9/2025)
IAR
Texas(9/4/2019)
RR
Texas(6/2/2025)
RR
Washington(6/2/2025)
RR
Wisconsin(6/2/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
IC
INSCRIPTION CAPITAL, LLC
INSCRIPTION CAPITAL, LLC | WINDWARD LANE WEALTH ADVISORS, LLC | SOUND POST CAPITAL
CRD#: 291780 / SEC#: 801-112532
RIA
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Contact information
Main Address
2925 Richmond Avenue Suite 425, Houston, TX 77098
Mailing Address
Phone number
(713) 673-8999
Established
Firm type
Fiscal year end
# of Employees
23
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,456 |
| AUM (Assets Under Management) | $ 1,556,528,803 |
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.
