New Braunfels, TX Fm 306 Office
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Authentikos Wealth Advisory LLC
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About
Authentikos Wealth Advisory LLC provides investment advisory and financial planning services primarily to individual clients and retirement plans, and also serves corporations and employee benefit plans. Its offerings include discretionary portfolio management, written financial plans, selection of third‑party money managers, and access to AE Wealth model‑portfolio solutions implemented on a wrap‑fee platform.
The firm customizes portfolio allocations to clients’ goals and risk tolerances and uses fundamental, cyclical and technical analysis, along with tools such as options, margin and periodic rebalancing, across a wide range of investments (mutual funds, equities, fixed income, variable annuity subaccounts, closed‑end funds and private placements). Authentikos may implement strategies directly or by selecting model portfolios and third‑party managers after initial and periodic due diligence, and delegates implementation on the AE Wealth platform when clients choose the wrap program.
Noteworthy distinctions in the brochure include an affiliated insurance agency (Authentikos Financial & Insurance Services, LLC) and investment adviser representatives who are licensed insurance agents; the brochure states these advisors typically receive commissions for insurance and annuity sales and estimates they spend roughly 40% of their time on insurance activities. The firm also discloses participation in AE Wealth’s wrap‑fee model program and relationships with Advisors Excel and other third parties that involve shared fees and non‑investment services, which the brochure identifies as potential conflicts of interest and describes supervisory controls to address.
Based on Authentikos Wealth Advisory LLC
Expertise
Based on Authentikos Wealth Advisory LLC
Location
1067 Fm 306, Ste 202
New Braunfels TX 78130
Advisors at this office
2
Advisors at this office
Jared E
Series 65
New Braunfels, TX
Authentikos Wealth Advisory LLC
Jared Elson is a financial advisor at Authentikos Wealth Advisory LLC with 16 years of industry experience. He holds a Series 65 designation and has worked at firms including Regent Wealth Advisory, Global Financial Private Capital, and Authentikos Financial & Insurance Services, where he is also an owner and licensed agent handling life insurance, annuities, and long-term care insurance. Authentikos Wealth Advisory LLC provides investment advisory and financial planning services primarily to individuals and retirement plans, utilizing a range of investment strategies and third-party managers tailored to clients’ goals and risk tolerances. The firm also operates an affiliated insurance agency and offers access to model portfolios on a wrap-fee platform.
James B
Series 65
New Braunfels, TX
Authentikos Wealth Advisory LLC
James Bergis is a financial advisor with Authentikos Wealth Advisory LLC in New Braunfels, TX, holding a Series 65 designation and six years of industry experience. He previously worked at Regent Financial and Insurance Services, LLC and Regent Wealth Management from 2014 to 2021. Outside of his advisory role, Bergis owns and operates a woodworking and metal fabrication business called Bergis Builds. Authentikos Wealth Advisory LLC provides investment advisory and financial planning services primarily to individuals and retirement plans, with offerings that include discretionary portfolio management, written financial plans, and third-party manager selection. The firm customizes portfolio allocations using fundamental, cyclical, and technical analysis across a broad range of investment vehicles and may implement strategies directly or through model portfolios and third-party managers.
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