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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 Crockett is a financial advisor with Cambridge Investment Research Advisors, Inc. in San Antonio, Texas. Jerry has been working in the financial services industry since 1991. Jerry holds licenses for both Broker/Dealer and Investment Advisor. Jerry has experience in providing financial planning, pension consulting, and educational seminars. Jerry also provides portfolio management services for individuals and businesses.
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
TX
08/01/2014 - Present
Cambridge Investment Research Advisors, Inc. (San Antonio TX)
TX
10/24/2012 - 07/18/2014
WADDELL & REED (SAN ANTONIO TX)
TX
11/28/2011 - 10/24/2012
FSC SECURITIES CORPORATION (SAN ANTONIO TX)
TX
11/03/2005 - 11/23/2011
NEXT FINANCIAL GROUP, INC. (SAN ANTONIO TX)
TX
04/10/2003 - 11/04/2005
CAMBRIDGE LEGACY SECURITIES L.L.C. (DALLAS TX)
IN
04/23/1999 - 07/22/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
PA
01/11/2000 - 05/21/2003
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
MO
01/29/1999 - 12/31/1999
SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)
IN
05/06/1994 - 01/15/1999
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
NA
05/06/1994 - 01/15/1999
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
MA
09/17/1991 - 05/16/1994
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 04/01/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/1998
Series 7 - General Securities Representative Examination
BC
Issued 09/13/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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