Justin Coy Jacobs

Current Employers

Employment History

• 03/2010 → Present
  Avondale Wealth Management, Llc
  West Lake Hills, TX
• 03/2010 → Present
  Purshe Kaplan Sterling Investments, Inc.
  Albany, NY

Previous Registrations

• 2006-02-03 → 2010-03-29
  Bbva Compass Investment Solutions, Inc
  Austin, TX
  Houston, TX
  Austin, TX
• 2000-12-20 → 2006-01-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Austin, TX
  Austin, TX

Other Businesses

1. AVONDALE WEALTH MANAGEMENT dba AVONDALE WEALTH ADVISORS, INVESTMENT RELATED, AT REGISTERED LOCATION, POSITION: PRINCIPAL; INVESTMENT RELATED; ADVISING CLIENTS, START DATE 3/2010. 2. AVONDALE HOLDINGS LLC, NON-INVESTMENT RELATED, AT REGISTERED LOCATION, HOLDINGS COMPANY FOR OORE, OWNER, 4/11/2014, 0-.5 HRS, AVONDALE WEALTH MANAGEMENT WILL OCCUPY/RENT SPACE FROM AVONDALE HOLDINGS , NO REAL DUTIES AT AVONDALE HOLDINGS. 3. PKS FINANCIAL SERVICES; INVESTMENT RELATED 80 STATE ST, ALBANY, NY 12207; FIXED INSURANCE; INSURANCE AGENT; SALES & SERVICE OF FIXED LIFE INSURANCE & ANNUITY CONTRACTS START DATE: 3/26/2010 4. Fellowship of Christian Athletes. Not Investment Related. 2505 Guadalupe Street, Austin TX 78705. 501(c)(3). Board Member. Start 09/2015. 5 hours per month, 2 during trading. Attend board meetings and planning sessions, review financial statements and operation budget, participate in strategic planning and fundraising events. 5. Boy Scouts of America. Not Investment Related. 12500 North IH35, Austin TX 78753. 501(c)(3). Board Member. Start 01/2016. 4 hours per month, 2 during trading. Attend board meetings and planning sessions, review financial statements and operation budget, participate in strategic planning and fundraising events. 6. Peays Jacobs LLC; Investment Related; At registered location; Member; Passive Real Estate Investments; 05/2021; 1hrs/mo; 0hrs during trading; member and manager.

Exams

• S66 Uniform Combined State Law Examination
  2000-12-19

Other Names

• Justin C. Jacobs
• Justin C Jacobs