Jonathan J. Billiot

ARK WEALTH MANAGEMENT

Austin, TX 78731

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CRD#: 6681317

Professional summary

Jonathan Joseph Billiot, who also goes by Jonathan Joseph Biliot, is a registered financial advisor currently at ARK WEALTH MANAGEMENT located in Austin, Texas.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jonathan has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jonathan Joseph Biliot

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.

Ark Insurance Group; not investment related; located at 3520 Executive Center Drive, Suite 124 Austin, TX 78731; insurance agency; director, 07/2017; 175 hours a month; 175 hours during trading hours; manage business and sell insurance products. Ark Family Office, LLC; no investment related: located at 3520 Executive Center Drive, Suite 124 Austin, TX 78731; family office consulting; senior project manager; 08/2018; 175 hours a month; 175 hours during trading hours; project manager for business Snazze Boutique; not investment related; located at 14221 Naruna Way, Pflugerville, TX 78660; online clothing boutique; Co-Founder and COO; Co-Founder and COO; 07/2022; 10-15 hours per month; 0 hours per month during securities trading hours; oversees all aspects of day-to-day activities to ensure the profitable operation of the business.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Joseph Billiot'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

March 23, 2022 - Present

ARK WEALTH MANAGEMENT

Office #1: 3520 Executive Drive Suite 124, Austin, TX 78731

RIA

CRD#: 317264

Austin, TX

Past

May 9, 2017 - April 30, 2023

ARK FINANCIAL ADVISORS, LLC

RIA

CRD#: 287588

AUSTIN, TX

Past

August 4, 2016 - February 1, 2018

OAKWELL PRIVATE WEALTH MANAGEMENT

RIA

CRD#: 162096

SAN ANTONIO, 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".

ARK WEALTH MANAGEMENT

ARK FINANCIAL | ARK WEALTH MANAGEMENT, LLC | ARK WEALTH MANAGEMENT

CRD#: 317264 / SEC#: 801-123029

RIA

Registered Investment Advisory firm - (1/10/2022 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
(3/23/2022)

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 65

Date: 8/4/2016

Uniform Investment Adviser Law Examination

Current Firm

ARK WEALTH MANAGEMENT

ARK FINANCIAL | ARK WEALTH MANAGEMENT, LLC | ARK WEALTH MANAGEMENT

CRD#: 317264 / SEC#: 801-123029

RIA

Registered Investment Advisory firm - (1/10/2022 Approved)

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Contact information

Main Address

10800 Pecan Park Blvd Ste 100, Austin, TX 78750

Mailing Address

Phone number

(512) 660-5703

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	539
AUM (Assets Under Management)	$ 191,000,000

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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Jonathan J. Billiot

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Joseph Billiot's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARK WEALTH MANAGEMENT

ARK FINANCIAL ADVISORS, LLC

OAKWELL PRIVATE WEALTH MANAGEMENT

Primary Firm SEC Registration

ARK WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 8/4/2016

Current Firm

ARK WEALTH MANAGEMENT

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ARK WEALTH MANAGEMENT

TRUST BUT VERIFY

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