John J. Reilly

TURTLE CREEK WEALTH ADVISORS

Dallas, TX 75201

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CRD#: 5847786

Professional summary

John Joseph Reilly III, who also goes by Jack Reilly, Jackie Reilly, John Joseph Reilly, is a registered financial advisor currently at TURTLE CREEK WEALTH ADVISORS, LLC located in Dallas, Texas.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. John has worked at 2 firms and has passed the Series 63 and Series 79 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jack Reilly | Jackie Reilly | John Joseph Reilly

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.

Perennial Ventures LLC: non-investment related: personal holding company: 3116 Hanover Dallas, TX: Managing Member since 2020: less than one hour per month during business and trading hours. SRP Mercury Employee Holdings LLC/ SRP Pontiac Employee Holdings LLC: non-investment related: holding company: 3811 Turtle Creek, Ste. 1100, Dallas, TX: CFO since 2020: less than 1 hour per month during business and trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Joseph Reilly III'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

July 14, 2023 - Present

TURTLE CREEK WEALTH ADVISORS, LLC

Office #1: 2828 N. Harwood Street Suite 1250, Dallas, TX 75201

RIA

CRD#: 322998

Dallas, TX

Past

October 27, 2010 - July 6, 2012

EVERCORE GROUP L.L.C.

CRD#: 42405

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".

TURTLE CREEK WEALTH ADVISORS, LLC

TURTLE CREEK | TURTLE CREEK, A MULTI-FAMILY OFFICE | TURTLE CREEK WEALTH ADVISORS, LLC

CRD#: 322998 / SEC#: 801-127123

RIA

Registered Investment Advisory firm - (1/3/2023 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

Texas
(7/14/2023)

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

Series 63

Date: 12/12/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 79

Date: 10/25/2010

Investment Banking Registered Representative Examination

Current Firm

TURTLE CREEK WEALTH ADVISORS, LLC

TURTLE CREEK | TURTLE CREEK, A MULTI-FAMILY OFFICE | TURTLE CREEK WEALTH ADVISORS, LLC

CRD#: 322998 / SEC#: 801-127123

RIA

Registered Investment Advisory firm - (1/3/2023 Approved)

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Contact information

Main Address

2828 N. Harwood Street Suite 1250, Dallas, TX 75201

Mailing Address

Phone number

(214) 214-3110

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TURTLE CREEK WEALTH ADVISORS LLC FORM ADV PART 2A BROCHURE (10/17/2025)

Regulatory assets under management

Total Number of Accounts	838
AUM (Assets Under Management)	$ 1,712,227,523

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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John J. Reilly

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Joseph Reilly III's CRS (Customer Relationship Summary).

Certified licenses

Experience

TURTLE CREEK WEALTH ADVISORS, LLC

EVERCORE GROUP L.L.C.

Primary Firm SEC Registration

TURTLE CREEK WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 12/12/2010

Series 79

Date: 10/25/2010

Current Firm

TURTLE CREEK WEALTH ADVISORS, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TURTLE CREEK WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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