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Investment Advisor

Jerry McIlhon

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Jerry serves as an investment advisor at Beck Capital Management (BCM), guiding his clients to their appropriate portfolio type, as well as providing a financial plan that will keep them on track to meet their goals.  Jerry joined Frank Beck and his predecessor company, Capital Financial Group, in 1997.  Prior to joining Frank, he spent 11 years in the financial services industry.  First, managing his own insurance agency, and then as the Area Director of the city of Austin’s Deferred Compensation Plan.  The transition to BCM allowed him to continue serving his client base by shifting the focus to their post-retirement investment and planning needs.

There is no doubt that next to marrying his lovely bride of 23 years, Janet, joining BCM was easily the best decision he ever made.  Besides spending time with Janet and his five grandchildren, Jerry loves exploring the Austin culinary scene and a good round of golf when he can fit one in.

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