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Avery Jack Klatsky

Sfmg Wealth Advisors

Plano, TX

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Current Employers
Sfmg Wealth Advisors

3960 Dallas Parkway Suite 400, Plano, TX 75093 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-24
  • TX RA
    APPROVED
    Since 2026-02-24

Branch Locations

3960 Dallas Parkway Suite 400, Plano, TX 75093 • 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
Sfmg Wealth Advisors Plano TX 01/2026 Present
Sfmg Wealth Advisors Plano TX 01/2023 12/2025
Sfmg Wealth Advisors Plano TX 05/2022 08/2022
Arizona State University Scottsdale AZ 08/2019 12/2022
Bayntree Wealth Advisors Scottsdale AZ 02/2021 12/2021
The State Press (Asu Student Newspaper) Scottsdale AZ 09/2019 04/2021
Plano West Senior High School Plano TX 08/2017 05/2019
Shepton High School Plano TX 08/2015 06/2017
  • 01/2026 → Present
    Plano, TX
  • 01/2023 → 12/2025
    Plano, TX
  • 05/2022 → 08/2022
    Plano, TX
  • 08/2019 → 12/2022
    Arizona State University
    Scottsdale, AZ
  • 02/2021 → 12/2021
    Bayntree Wealth Advisors
    Scottsdale, AZ
  • 09/2019 → 04/2021
    The State Press (Asu Student Newspaper)
    Scottsdale, AZ
  • 08/2017 → 05/2019
    Plano West Senior High School
    Plano, TX
  • 08/2015 → 06/2017
    Shepton High School
    Plano, TX
Designations

View on SEC IAPD

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