Broker Check
Tony Jezek

Tony Jezek

Chief Executive Officer, Founder

Tony Jezek is the Founder and Managing Partner of Olistico Wealth. Tony has more than 37 years of experience in the financial services industry. He is known for his individualized approach to personal service and unique platform incorporating the client's CPA, estate planning attorney, and third-party experts when creating solutions.

"I have dedicated my career to helping people invest and manage their wealth. For me, there is no greater endeavor than service to others, and that is at the heart of our business. At our firm, we combine cohesive teamwork with unique talents and abilities to create an advisory experience that our clients won't find anywhere else. We love helping people, and that's what motivates us every day."

Prior to founding Olistico Wealth, Tony was a Senior Vice President at UBS and Merrill Lynch and started his career as a financial adviser at Shearson Lehman Brothers.

He is married to Kelly, has two adult children, and has one grandchild. He is a native of Tulsa and has spent many years volunteering as a board member for many worthy organizations.

Licenses and Qualifications: SIE - Securities Industry Essentials Examination, Series 7 - General Securities Representative Examination, Series 7TO - General Securities Representative Examination, Series 65 - Uniform Investment Adviser Law Examination, Series 63 - Uniform Securities Agent State Law Examination, and Series 31 - Futures Managed Funds Examination.

BNY Mellon | Pershing is our clearing and custody provider. Pershing has been a leader in the industry for 80 years and is the #1 clearing firm. (InvestmentNews, 2018. Based on number of broker-dealer customers.) Olistico Wealth, LLC, a registered investment adviser. Pershing and Olistico Wealth, LLC are separate, unaffiliated companies, not responsible for each other's services or policies. Pershing LLC (member FINRA, NYSE, SIPC) is a BNY Mellon company.