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Inactive

Jay Blakeley Willcox

Venturi Private Wealth

Boise, ID

Oklahoma City, OK

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Current Employers
Venturi Private Wealth

800 W Main Street Suite 1150, Boise, ID 83702 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2025-01-17
  • OK RA
    APPROVED
    Since 2025-01-17

Branch Locations

800 W Main Street Suite 1150, Boise, ID 83702 • United States

11600 Broadway Extension, Suite 200, Oklahoma City, OK 73114 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bancwest Investment Services Oklahoma City OK 10/2015 09/2016
1St Global Capital Corp. Tulsa OK 09/2016 10/2019
1St Global Advisors, Inc. Tulsa OK 09/2016 10/2019
Harrison Henderson, Pllc Tulsa OK 09/2016 04/2022
Avantax Insurance Services, Inc. Tulsa OK 09/2016 01/2021
Avantax Advisory Services Tulsa OK 10/2019 01/2021
Avantax Invesment Services, Inc. Tulsa OK 10/2019 01/2021
Lpl Financial, Llc Tulsa OK 01/2021 04/2022
Merit Financial Group, Llc Tulsa OK 01/2021 04/2022
Venturi Private Wealth, Llc Austin TX 04/2022 Present
  • 10/2015 → 09/2016
    Bancwest Investment Services
    Oklahoma City, OK
  • 09/2016 → 10/2019
    1St Global Capital Corp.
    Tulsa, OK
  • 09/2016 → 10/2019
    1St Global Advisors, Inc.
    Tulsa, OK
  • 09/2016 → 04/2022
    Harrison Henderson, Pllc
    Tulsa, OK
  • 09/2016 → 01/2021
    Avantax Insurance Services, Inc.
    Tulsa, OK
  • 10/2019 → 01/2021
    Avantax Advisory Services
    Tulsa, OK
  • 10/2019 → 01/2021
    Avantax Invesment Services, Inc.
    Tulsa, OK
  • 01/2021 → 04/2022
    Lpl Financial, Llc
    Tulsa, OK
  • 01/2021 → 04/2022
    Merit Financial Group, Llc
    Tulsa, OK
  • 04/2022 → Present
    Venturi Private Wealth, Llc
    Austin, TX
Previous Registrations
  • 2021-01-12 → 2022-04-26
    Tulsa, OK
    Alpharetta, GA
  • 2019-10-25 → 2021-01-15
    Avantax Advisory Services
    Irving, TX
  • 2016-09-20 → 2019-10-25
    1St Global Advisors Inc
    Tulsa, OK
  • 2015-10-09 → 2016-09-30
    Bancwest Investment Services, Inc.
    Edmond, OK
    Oklahoma City, OK
    Enid, OK
    Warr Acres, OK
    Oklahoma City, OK
    Oklahoma City, OK
    Midwest City, OK
    Omaha, NE
  • 2013-06-14 → 2015-11-12
    Eide Bailly Advisors, Llc
    Norman, OK
  • 2010-07-27 → 2013-04-02
    Edmond, OK
    Norman, OK
    Oklahoma City, OK
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-07-09
S63 Uniform Securities Agent State Law Examination 2007-07-06
  • S66 Uniform Combined State Law Examination
    2010-07-09
  • S63 Uniform Securities Agent State Law Examination
    2007-07-06
Designations
Other Names
  • Blake Willcox
  • Jay B Willcox
  • Jay Blake Willcox

View on SEC IAPD

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