Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry David Tanner is an active investment advisor representative at Raymond James & Associates, Inc., a broker-dealer with over $433 billion in assets under management. Jerry has been in the financial industry since 1986 and has been registered with FINRA and various state regulatory bodies for over 35 years. His experience spans several firms, including Raymond James Financial Services, Inc. and Financial Network Investment Corporation. Jerry specializes in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions.
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
UT
07/08/2024 - Present
Raymond James & Associates, Inc. (Provo UT)
UT
01/04/1989 - 07/05/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (Provo UT)
NA
03/25/1988 - 12/31/1988
FINANCIAL NETWORK INVESTMENT CORPORATION
NA
09/09/1986 - 04/19/1988
FPI SECURITIES, INC.
NA
12/23/1985 - 05/08/1986
WARNER BECK INCORPORATED
IA
Issued 02/24/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/16/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 02/02/1988
Series 3 - National Commodity Futures Examination
BC
Issued 12/21/1985
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
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