Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Anthony Willenborg is a financial advisor with Raymond James & Associates, Inc. Jerry has been in the industry since September 23, 1987. Jerry is registered in 37 states and holds a Series 63, Series 7, Series 4, Series 8, Series 9, Series 10, and SIE licenses. Jerry is also a registered investment advisor in Florida and Texas. Jerry's areas of expertise include financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals. Jerry's current employment with Raymond James & Associates, Inc. started in July 1997. Jerry's previous employment was with J. B. Hanauer & Co. from September 24, 1987 to July 21, 1997. Jerry's office is located at 2893 Executive Park Drive, Suite 305, Weston, FL 33331.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
06/16/2015 - Present
Raymond James & Associates, Inc. (Weston FL)
NJ
09/24/1987 - 07/21/1997
J. B. HANAUER & CO. (PARSIPPANY NJ)
BC
Issued 08/13/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/01/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jerry Willenborg is the right advisor for you? Invested Better is here to help.
