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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeris? Claim Your ProfileJeris Burns Gaston is a financial advisor registered with Savant Wealth Management. Jeris has been working in the financial industry since 2007, providing financial advice and planning services. Jeris has earned their Series 66, Series 7 and SIE licenses. Jeris is also a Certified Financial Planner. Jeris has experience working with individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. Savant Wealth Management is an investment advisory firm that specializes in providing financial planning and investment management services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
AL
12/04/2023 - Present
Savant Wealth Management (BIRMINGHAM AL)
AL
08/10/2012 - 09/28/2018
LPL FINANCIAL LLC (BIRMINGHAM AL)
AL
04/05/2007 - 08/16/2012
AMERIPRISE FINANCIAL SERVICES, INC. (BIRMINGHAM AL)
AL
02/02/2007 - 02/28/2007
AMERIPRISE FINANCIAL SERVICES, INC. (BIRMINGHAM AL)
BOTH
Issued 03/15/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/28/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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