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Anthony S. Jezek
Amministratore Delegato presso Olistico Wealth LLC
Profilo
Mr. Anthony S.
Jezek is a Founder & Senior Wealth Manager at Olistico Wealth LLC.
He is on the Board of Directors at Holland Hall.
Prior to Olistico, He served as a Senior Vice President for UBS Financial Services from 2001 until 2021 after serving in the same position at Merrill Lynch (1988-2001) and Shearson Lehman Brothers (1984-1988).
Posizioni attive di Anthony S. Jezek
Società | Posizione | Inizio |
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Holland Hall
![]() Holland Hall Other Consumer ServicesConsumer Services Holland Hall provides education services. The firm offers primary, middle, and upper school facilities. Its campus facilities includes creeks and ponds, an outdoor classroom, a regionally-recognized 5K wooded trail, numerous athletic fields, and playgrounds. The company was founded on September 21, 1922 and is headquartered in Tulsa, OK. | Direttore/Membro del Consiglio | - |
Olistico Wealth LLC
![]() Olistico Wealth LLC Investment ManagersFinance Olistico Wealth LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. The firm was founded by Anthony S. Jezek in 2021. Olistico Wealth provides customized wealth management and comprehensive investment advisory solutions for business owners, entrepreneurs, families, and high net worth individuals. | Amministratore Delegato | 01/04/2021 |
Precedenti posizioni note di Anthony S. Jezek
Società | Posizione | Fine |
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UBS Financial Services, Inc.
![]() UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Corporate Officer/Principal | 01/01/2021 |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
![]() Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Corporate Officer/Principal | 01/01/2001 |
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Aziende private | 4 |
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UBS Financial Services, Inc.
![]() UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
Holland Hall
![]() Holland Hall Other Consumer ServicesConsumer Services Holland Hall provides education services. The firm offers primary, middle, and upper school facilities. Its campus facilities includes creeks and ponds, an outdoor classroom, a regionally-recognized 5K wooded trail, numerous athletic fields, and playgrounds. The company was founded on September 21, 1922 and is headquartered in Tulsa, OK. | Consumer Services |
Olistico Wealth LLC
![]() Olistico Wealth LLC Investment ManagersFinance Olistico Wealth LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. The firm was founded by Anthony S. Jezek in 2021. Olistico Wealth provides customized wealth management and comprehensive investment advisory solutions for business owners, entrepreneurs, families, and high net worth individuals. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
![]() Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Finance |
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