Beck Capital Management – Jerry McIlhon, RFC

Specialties

Stocks, Bonds, Options & Futures, Forex & Currency, Alternative Investments

History

Established in 1992.

Founded in 1992 as an independent financial planning firm, specializing in Retirement Management, and combining Tax-​Planning with our expertise in Portfolio Management. Beck Capital Management is dedicated to your successful life and retirement plan.

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.

Meet the Manager

Jerry M.

Manager

Jerry is a twenty-​four year veteran of the financial services industry. In his career, he has guided people 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. Total assets grew from $ 30 million to over $ 100 million during that time. Jerry then joined Frank Beck in 1997. Since then, his focus as a Senior Advisor at Beck Capital Management has shifted to the post-​retirement financial needs of his 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 at death.