Jay B. Willcox

VENTURI PRIVATE WEALTH

Oklahoma City, OK 73114

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CRD#: 5340263

Professional summary

Jay Blakeley Willcox, CFP®, who also goes by Blake Willcox, Jay B Willcox, Jay Blake Willcox, is a registered financial advisor currently at VENTURI PRIVATE WEALTH located in Oklahoma City, Oklahoma.

Jay is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Jay has worked at 12 firms and has passed the Series 66, Series 63, Series 6TO, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Blake Willcox | Jay B Willcox | Jay Blake Willcox

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 Jay Blakeley Willcox'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®

CFP^®

Certified Financial Planner

Start date: 2013

Experience

Current

May 13, 2022 - Present

VENTURI PRIVATE WEALTH

Office #1: 11600 Broadway Extension, Suite 200, Oklahoma City, OK 73114

RIA

CRD#: 169576

Oklahoma City, OK

Past

January 12, 2021 - April 26, 2022

MERIT FINANCIAL ADVISORS

RIA

CRD#: 142457

TULSA, OK

Past

January 12, 2021 - May 6, 2022

LPL FINANCIAL LLC

CRD#: 6413

TULSA, OK

Past

October 25, 2019 - January 15, 2021

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

IRVING, TX

Past

October 25, 2019 - January 15, 2021

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

TULSA, OK

Past

September 20, 2016 - October 25, 2019

1ST GLOBAL ADVISORS INC

RIA

CRD#: 111133

Tulsa, OK

Past

September 20, 2016 - October 25, 2019

1ST GLOBAL CAPITAL CORP.

CRD#: 30349

TULSA, OK

Past

October 9, 2015 - September 30, 2016

BANCWEST INVESTMENT SERVICES, INC.

RIA

CRD#: 29357

EDMOND, OK

Past

October 9, 2015 - September 30, 2016

BANCWEST INVESTMENT SERVICES, INC.

CRD#: 29357

EDMOND, OK

Past

June 14, 2013 - November 12, 2015

EIDE BAILLY ADVISORS, LLC

RIA

CRD#: 113564

NORMAN, OK

Past

June 3, 2013 - October 1, 2015

SECURITIES AMERICA, INC.

CRD#: 10205

NORMAN, OK

Past

July 27, 2010 - April 2, 2013

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

OKLAHOMA CITY, OK

Past

June 10, 2010 - April 2, 2013

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

OKLAHOMA CITY, OK

Past

July 17, 2007 - November 1, 2007

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

OKLAHOMA CITY, OK

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".

VENTURI PRIVATE WEALTH

IRENE ADVISORS, LLC | VENTURI WEALTH MANAGEMENT, LLC | VENTURI PRIVATE WEALTH

CRD#: 169576 / SEC#: 801-78932

RIA

Registered Investment Advisory firm - (1/2/2014 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

Oklahoma
(5/13/2022)

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 66

Date: 7/9/2010

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/6/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 1/2/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/9/2010

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/16/2007

Investment Company Products/Variable Contracts Representative Examination

Current Firm

VENTURI PRIVATE WEALTH

IRENE ADVISORS, LLC | VENTURI WEALTH MANAGEMENT, LLC | VENTURI PRIVATE WEALTH

CRD#: 169576 / SEC#: 801-78932

RIA

Registered Investment Advisory firm - (1/2/2014 Approved)

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Contact information

Main Address

3600 N. Capital Of Texas Hwy. Building B, Suite 200, Austin, TX 78746

Mailing Address

Phone number

(512) 220-2035

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VENTURI ADV PART 2 (3/18/2025)

Regulatory assets under management

Total Number of Accounts	4,488
AUM (Assets Under Management)	$ 3,178,913,424

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/26/2025	Cover Page	Report
02/03/2025	Cover Page	Report

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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Firm Stability Insights

Jay B. Willcox

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jay Blakeley Willcox's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERIT FINANCIAL ADVISORS

LPL FINANCIAL LLC

AVANTAX ADVISORY SERVICES

AVANTAX INVESTMENT SERVICES, INC.

1ST GLOBAL ADVISORS INC

1ST GLOBAL CAPITAL CORP.

BANCWEST INVESTMENT SERVICES, INC.

BANCWEST INVESTMENT SERVICES, INC.

EIDE BAILLY ADVISORS, LLC

SECURITIES AMERICA, INC.

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

VENTURI PRIVATE WEALTH

State Registrations and Notice Filings

Exams

Series 66

Date: 7/9/2010

Series 63

Date: 7/6/2007

Series 6TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 6/9/2010

Series 6

Date: 7/16/2007

Current Firm

VENTURI PRIVATE WEALTH

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

VENTURI PRIVATE WEALTH

TRUST BUT VERIFY

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