Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Hong is an active investment advisor representative with Stifel, Nicolaus & Company, Inc.. Jerry has been in the industry since 1986. Jerry currently holds a Series 63, Series 65 and Series 7 licenses, as well as a Series 8, Series 9 and Series 10 license. Jerry is also registered to provide investment advice in Idaho, Texas, Arizona, Colorado, Florida, Illinois, Kentucky, Nevada, New Mexico, Ohio, Oregon, Utah, Virginia, Washington and Wyoming. Jerry previously worked at D.A. Davidson & Co. and UBS Financial Services Inc. in Idaho Falls, ID.
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.
1
2
ID
11/16/2021 - Present
Stifel, Nicolaus & Company, Inc. (IDAHO FALLS ID)
ID
05/28/2008 - 11/17/2021
D.A. DAVIDSON & CO. (IDAHO FALLS ID)
ID
08/12/2006 - 06/20/2008
UBS FINANCIAL SERVICES INC. (IDAHO FALLS ID)
ID
09/26/1986 - 08/12/2006
PIPER JAFFRAY & CO. (IDAHO FALLS ID)
IA
Issued 11/02/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/1986
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 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/24/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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