William H. Jezek

OLISTICO WEALTH

Tulsa, OK 74136

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CRD#: 6945390

Professional summary

William Henry Jezek, who also goes by William Jezek, is a registered financial advisor currently at OLISTICO WEALTH, LLC located in Tulsa, Oklahoma.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. William has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

William Jezek

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 William Henry Jezek'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 16, 2021 - Present

OLISTICO WEALTH, LLC

Office #1: 2431 East 61st Street Suite 175, Tulsa, OK 74136

RIA

CRD#: 315028

Tulsa, OK

Past

October 16, 2019 - July 27, 2021

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

WEEHAWKEN, NJ

Past

September 16, 2019 - July 27, 2021

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

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".

OLISTICO WEALTH, LLC

CRD#: 315028 / SEC#: 801-121638

RIA

Registered Investment Advisory firm - (6/28/2021 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
(7/16/2021)

IAR

Texas
(7/19/2021)

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: 10/11/2019

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/4/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 7/29/2019

Securities Industry Essentials Examination

Current Firm

OLISTICO WEALTH, LLC

CRD#: 315028 / SEC#: 801-121638

RIA

Registered Investment Advisory firm - (6/28/2021 Approved)

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Contact information

Main Address

2431 East 61st Street Suite 175, Tulsa, OK 74136

Mailing Address

Phone number

(918) 863-2005

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

ADV PART 2A- OLISTICO WEALTH, LLC (3/24/2025)

Regulatory assets under management

Total Number of Accounts	335
AUM (Assets Under Management)	$ 325,779,355

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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William H. Jezek

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Henry Jezek's CRS (Customer Relationship Summary).

Certified licenses

Experience

OLISTICO WEALTH, LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

OLISTICO WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/11/2019

Series 7TO

Date: 3/4/2024

SIE

Date: 7/29/2019

Current Firm

OLISTICO WEALTH, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

OLISTICO WEALTH, LLC

TRUST BUT VERIFY

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