Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Ernest Tuma is a financial advisor at Independent Financial Group, LLC. Jerry has been in the industry since 1981 and is registered with FINRA and the state of Texas. Jerry specializes in providing financial planning and investment advice to individuals, families, and businesses. Jerry has a wide range of experience in the financial services industry, and is committed to helping clients achieve their financial goals. Jerry is a Certified Financial Planner and is also an author and public speaker. Jerry is committed to providing personalized financial advice and guidance.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
01/08/2018 - Present
Independent Financial Group, LLC (DALLAS TX)
TX
09/17/2008 - 05/15/2012
CAMBRIDGE LEGACY SECURITIES L.L.C. (DALLAS TX)
TX
10/31/2005 - 09/19/2008
AIG FINANCIAL ADVISORS, INC. (DALLAS TX)
AZ
05/19/1992 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
05/06/1982 - 05/19/1992
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
05/14/1981 - 11/25/1981
WADDELL & REED, INC.
IA
Issued 01/12/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/1984
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1984
Series 7 - General Securities Representative Examination
BC
Issued 05/12/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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