Jay Blakeley Willcox
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Blake Willcox, Jay B Willcox, Jay Blake Willcox
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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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.
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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Credentials
Years of Experience
19 years in the financial services industry
Current & Past Employments
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Current Firm
IRENE ADVISORS, LLC | VENTURI WEALTH MANAGEMENT, LLC | VENTURI PRIVATE WEALTH
Contact Information
Main Address
800 W Main Street Suite 1150, Boise, ID 83702Phone Number
(208) 368-9600# of Employees
28SEC notice filing (13 States and Territories)
Registered to provide investment advisory services in 13 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
4,555AUM (Assets Under Management)
$3,581,250,224Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/15/2026 | Cover Page | Report |
| 08/26/2025 | Cover Page | Report |
| 02/03/2025 | Cover Page | Report |
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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.
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Primary Firm SEC Registration
IRENE ADVISORS, LLC | VENTURI WEALTH MANAGEMENT, LLC | VENTURI PRIVATE WEALTH
State Registrations and Notice Filings
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed Jan 2023About the Series 6TO examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jul 2007About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Jay Blakeley Willcox's CRS (Customer Relationship Summary).
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