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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Gayle Sutton is a financial advisor at Cambridge Investment Research Advisors, Inc. with over 30 years of experience in the financial services industry. Jerry has a broad range of experience and expertise, including estate planning and insurance. Jerry is a Managing Member of Sutton Advisors, PLC, a company that provides investment-related services. Jerry also owns Sutton Law Offices, a law firm that provides estate planning services. Jerry is a licensed attorney and holds multiple licenses and certifications, including Series 7, 24, 28, 63, 65, and SIE exams.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MI
10/14/2016 - Present
Cambridge Investment Research Advisors, Inc. (Lansing MI)
NE
12/18/2001 - 12/18/2003
QA3 FINANCIAL CORP. (OMAHA NE)
IA
09/29/2000 - 12/20/2001
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
GA
11/01/1996 - 09/29/2000
FSC SECURITIES CORPORATION (ATLANTA GA)
NA
08/28/1990 - 11/01/1996
STATE FIRST FINANCIAL, INC.
IN
04/08/1991 - 09/28/1993
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
MI
07/09/1985 - 09/27/1990
CENTENNIAL FINANCIAL SERVICES, INC. (LANSING MI)
NA
01/01/1986 - 12/31/1988
INVESTORS BROKERAGE SERVICES, INC.
NA
01/25/1984 - 07/16/1985
MUTUAL SERVICE CORPORATION
IA
Issued 01/12/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/1997
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 01/27/1989
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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