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Investment Advisor

Jerry McIlhon

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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.

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