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Jerry Francis Costello

Huntleigh Advisors, Inc.

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About Jerry Francis Costello

Jerry Costello is a financial advisor currently registered with Huntleigh Advisors, Inc. Jerry has been in the financial industry since June 24, 1998, with previous experience at Wells Fargo Advisors, LLC, Waddell & Reed, Inc., and Pruco Securities Corporation. Jerry Costello holds several licenses and registrations including the Series 6, Series 7, Series 63, and Series 65 licenses, as well as registrations in multiple states.

Firm Information

Jerry Costello is currently registered with Huntleigh Advisors, Inc.. Huntleigh Advisors, Inc. is an investment advisor registered with the SEC and located in ST. LOUIS, MO. The firm has 40 licensed agents, 53 investment adviser representatives, 49 registered representatives, and 53 investment advisory functions. Huntleigh Advisors, Inc. provides portfolio management services for individuals and pension consulting. They manage approximately $445,422,627 in regulatory assets under management for 1,422 accounts. The firm primarily serves individuals other than high-net-worth, high-net-worth individuals, corporations or other businesses, and charitable organizations.
Huntleigh Advisors, Inc.

7800 FORSYTH BLVD.

ST. LOUIS, MO 63105

$445.42M

Assets Under Management

Not reported

Total Clients

55

Total Financial Advisors

Services Offered

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor/third party manager fees

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Jerry Costello’s Registration & Firm History

MO

04/11/2019 - Present

Huntleigh Advisors, Inc. (ST. LOUIS MO)

IL

12/06/2000 - 10/25/2010

WELLS FARGO ADVISORS, LLC (FAIRVIEW HEIGHTS IL)

KS

05/04/1999 - 12/18/2000

WADDELL & REED, INC. (OVERLAND PARK KS)

NJ

06/19/1998 - 04/27/1999

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

IA

Issued 09/22/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/11/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/14/2001

Series 7 - General Securities Representative Examination

BC

Issued 06/05/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jerry Francis Costello.
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