Vetted Advisor's Table

Jerry McIlhon, Investment Advisor
Beck Capital Management LLC

Tel: 512-345-6789
2009 South Capital of TX Hwy #200
Austin, TX 78746
Beck Capital Management LLC | Financial Advisor in Austin ,TX

Tax Wise - Money Smart

About Jerry McIlhon

Jerry McIlhon has over 25 years of experience in the financial services industry. During his career, he has guided investors in both the private and public sectors. His tenure as the Director of the City of Austin's deferred compensation plan is particularly noteworthy. Under his direction from 1991 to 1997, the plan grew from 3,000 to over 7,000 participants with total assets growing from $30 million to over $100 million during that time.

Jerry joined Frank Beck in 1997. Since then, his focus as an Investment Advisor at BCM has shifted to the post-retirement financial needs of clients. Jerry has worked with hundreds of retirees, helping them achieve dependable income, appropriate asset growth, and tax-efficient disposition of assets during their lifetimes and for legacy purposes. Jerry also has an insurance business called Jerry McIlhon, LLC.

Jerry lives in Austin with his wife Janet. The McIlhons always know and enjoy the top restaurants in Austin.

About Beck Capital Management LLC

Jerry McIlhon is a registered investment advisor who is a 29 year veteran in the financial industry.

Fee-based RIA, provides wealth consultant and investment advisory services.

Click on our website to view our investment philosophy and personnel.

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General Information

Firm Start Year:   2009
No. of Employees:   5-9
Insurance License#:   1016912
Name of Custodial Firm:   Fidelity Institutional
States Licensed in:   Texas
Number of Years with Current Firm:   26
Work Experience:   See Bio
Work with the following types of clients:   Individual Investors, Businesses
Foreign Languages Serviced:   Spanish
Advisory Services Provided:   Financial Planning for Businesses, Financial Advice & Consulting, Financial Planning for Individuals


Investment Types:   Exchange Traded Funds (ETFs), Alternative Investments, Insurance, Annuities, Stocks, Bonds
Can meet clients in the following ways:   Phone, Our Office, Your Home, Email, Your Office

Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity, Health, Disability, Life
Non-Financial Organization Memberships:   Hospice Austin

Firm Information

Firm's Number of Clients:   400
Firm's Number of Managed Clients:   400
Assets Managed by Firm:   $260million
Advisor's Number of Clients:   200
Advisor's Number of Managed Clients:   200
Assets Managed by Advisor:   $77 million AUM

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $250,000
Compensation Methods:   Based on Assets, Commissions
Fee % Based on Assets:   .75-1.8%
Minimum Fee Charged for Managed Accounts:   .75%

Financial Services

Financial Advice & Consulting

We view every client relationship like a partnership in which we strive to help you analyze your situation and goals, identify opportunities, and then help you implement a plan which secures your retirement, reduces your taxes, thus increasing your wealth and comfort.

Financial Planning for Individuals

Beck Capital Management is committed to acting in our clients' best interest. Registered Investment Advisory firms are held to a "higher standard" than the typical Broker/Dealer. We represent the interests of our clients rather than sell to them. In and of itself, it does not make us better people, but it eliminates most of the usual conflicts of interest.


Do you have a customer satisfaction or refund policy?

Yes we have one.

Why should I choose you as my financial advisor?

We view every client relationship like a partnership in which we strive to help you analyze your situation and goals, identify opportunities, and then help you implement a plan which secures your retirement, reduces your taxes, thus increasing your wealth and comfort.

What are your qualifications? What is your education background?

I am a Senior Investment Advisor with Beck Capital Management and have been with Frank Beck since the inception of the company in 1997.

How do you charge for your services?

On a fee basis

How are you compensated? How will I pay for your services?

On a fee basis only for assets under management on a quarterly basis. For example, a 1 ml. account has an annual fee of 1%. That is billed quarterly at .25% per quarter.



WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures


    29 Years of Experience

  • CRD# 1730924
  • Insurance License# 1016912
  • SEC File# 801-62795
  • Series: 6, 63, 65


Registered Investment Advisor:


Investment Advisor Representative:


Acknowledged fiduciary:


Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM

Communities Served

Austin Buda
Cedar Creek Cedar Park
Del Valle Driftwood
Dripping Springs Elgin
Georgetown Hutto
Kyle Leander
Manchaca Manor
Pflugerville Round Rock
Spicewood And surrounding areas

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