Anthony Jezek

from Olistico Wealth, LLC
SEC regulated
Regulated Investment Advisor
Anthony Jezek is a financial advisor based in Oklahoma, Tulsa, with 39 years of experience. Anthony currently works for Olistico Wealth, LLC. Anthony maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Anthony Jezek works at Olistico Wealth, LLC
Olistico Wealth, LLC is a financial advisory firm based in Tulsa, Oklahoma. It currently has approximately $164,309,375 of assets under management and employs about 4 people. Olistico Wealth, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
20 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
2431 East 61st Street, Suite 175, Tulsa, Oklahoma, 74136

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