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Jimmy Averitt

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At a glance

Full Name
Jimmy Averitt
Title
Financial Advisor / Investment Adviser Representative & Licensed Insurance Agent
Firm
Seidman Capital Group / Seidman Private Advisors, LLC
Firm Type
Financial advisory / wealth management practice (RIA + New York Life / NYLIFE Securities affiliated). *Note: the stub record labeled him an "Angel Investor," but no verifiable evidence of startup/angel investing was found — see Background.*
Investment Stage
Not verifiable as a startup investor (stub listed "Seed Round"; unsupported by sources)
Sector Focus
Personal financial planning, insurance, and investment advisory services (not startup equity)
Geographic Focus
Registered to provide advisory services in Louisiana, Texas, and Washington
Location
Kirkland, Washington (firm HQ: 520 Kirkland Way, Ste 300, Kirkland, WA 98033), with a Dallas-area office (100 Decker Court, Suite 197, Irving, TX 75062)

Background

Jimmy Averitt is a financial advisor affiliated with Seidman Capital Group / Seidman Private Advisors, LLC, an SEC-registered investment adviser and financial planning firm based in Kirkland, Washington (SEC/IAPD firm CRD #132337). Public records and the firm's own disclosures identify him as an investment adviser representative (IAR) registered to offer financial planning through Seidman Capital Group in Louisiana, Texas, and Washington, and as an agent licensed to sell insurance through New York Life Insurance Company, offering securities products and services through NYLIFE Securities LLC. He appears on the firm's roster of registered representatives alongside colleagues including Kevin Kepler, Victoria Serles, Shane Payette, Brittany Gabelein, and Shawna Houston Stiles.

Seidman Private Advisors operates as a wealth-management and financial-planning practice with offices in Kirkland, WA and the Dallas/Irving, TX area. Its business is retail financial planning, insurance, and investment advisory work — a personal-finance advisory model, not a venture or angel investment fund.

Importantly, the source record used to seed this profile described Jimmy Averitt as an "Angel Investor" investing in "Seed Rounds." Extensive searching did not surface any evidence of startup angel investing, a venture portfolio, deal syndicates, or public startup-funding activity for this individual. All verifiable, primary-adjacent sources point to a financial-advisory and insurance career. That "angel investor" label therefore appears to be an aggregator mislabel and should be treated with caution unless corroborated directly with him.

Note: A separate LinkedIn profile ("Jimmy Averitt – Partner at BDO Seidman, LLP") exists and likely refers to a different person; it is not clearly the same individual as the Seidman Private Advisors advisor tied to the [hidden] address.

Investment Thesis & Focus

  • Operates as a personal financial advisor / insurance agent, not a startup angel investor based on available evidence — his "investing" is client-directed financial planning and investment advisory work through Seidman Capital Group and NYLIFE Securities.
  • Services span the personal-finance spectrum typical of a New York Life-affiliated planner: financial planning, insurance/protection products, and managed investment advisory accounts.
  • No stated startup investment thesis, target check size, or seed-stage criteria could be verified. The stub's "Seed Round" and "Angel Investor" fields are unsupported and are not reproduced here as fact.

Notable Investments

  • No verifiable startup or portfolio-company investments were found. Public sources do not associate Jimmy Averitt with any named angel deals, seed rounds, or venture portfolio companies. (If angel activity exists, it is not documented in any accessible public source.)

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