Jay Willcox
Venturi Private Wealth · Boise, Idaho
Jay Willcox is a fee-only financial advisor at Venturi Private Wealth in Boise, Idaho, who holds the CFP credential. Venturi Private Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Venturi Private Wealth |
|---|---|
| Based in | Boise, Idaho |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $3.58B across 4,555 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OK · CRD 5340263 |
| Exams passed | Series 63 (2007) · Series 66 (2010) |
| Firm size | 28 employees |
| Disclosures | None reported |
| Website | www.venturiwealth.com |
How Jay's firm compares
- Venturi Private Wealth's average account is about $786,000, from its Form ADV (assets managed divided by 4,555 accounts).
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Questions about Jay
Is Jay Willcox a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jay holds no broker registration, and Venturi Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jay charge for financial advice?
Jay's firm, Venturi Private Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jay Willcox based?
Jay Willcox is based in Boise, Idaho.
What credentials does Jay Willcox hold?
Jay Willcox holds the CFP credential.
Is Jay Willcox registered with the SEC?
Yes. Jay Willcox is registered as an investment adviser representative in OK (CRD 5340263), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Venturi Private Wealth manage?
Venturi Private Wealth reports $3.58B across 4,555 accounts in assets under management.
How do I contact Jay Willcox?
Through Jay's website, www.venturiwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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