Autumn J. Lax
Professional summary
Autumn Jean Lax, AIF®, CFP®, who also goes by Autumn Jean Whitten, is a registered financial advisor currently at 360 WEALTH CREATION located in Austin, Texas.
Autumn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Autumn has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Autumn Jean Lax's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2013
Experience
February 24, 2026 - Present
360 WEALTH CREATION
February 9, 2024 - February 2, 2026
DRUCKER WEALTH
September 1, 2021 - February 12, 2024
HORNOR, TOWNSEND & KENT, LLC
August 16, 2021 - February 12, 2024
HORNOR, TOWNSEND & KENT, LLC
November 6, 2013 - April 5, 2021
RAYMOND JAMES & ASSOCIATES, INC.
November 6, 2013 - April 5, 2021
RAYMOND JAMES & ASSOCIATES, INC.
October 1, 2012 - November 1, 2013
J.P. MORGAN SECURITIES LLC
October 1, 2012 - November 1, 2013
J.P. MORGAN SECURITIES LLC
July 28, 2011 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
June 11, 2009 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
March 28, 2008 - April 28, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/4/2026)
(2/24/2026)
Exams
Current Firm
360 WEALTH CREATION
CRD#: 339237 / SEC#:
Contact information
Red Flags
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