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Jerry Jasper Mikus

Legacy Portfolio Advisors, LLC

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About Jerry Jasper Mikus

Jerry Mikus is a registered investment advisor representative with Legacy Portfolio Advisors, LLC. Jerry has been in the financial services industry since 1984. Jerry is also a registered investment advisor representative with Holdfast Wealth Management, LLC. Jerry has worked in the Austin area for over 20 years. Jerry holds the Series 63 and Series 65 licenses. Jerry also holds the Series 7 and SIE licenses.

Firm Information

Jerry Mikus is currently registered with Legacy Portfolio Advisors, LLC. Legacy Portfolio Advisors, LLC is an investment advisor registered with the SEC. The firm provides financial planning, pension consulting, educational seminars, market timing services, and portfolio management for individuals. They also offer consulting services. The firm has two licensed agents, two investment adviser representatives, and two investment advisory functions.

Not reported

Assets Under Management

Not reported

Total Clients

2

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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other

Consulting fees

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Jerry Mikus’s Registration & Firm History

TX

04/04/2012 - Present

Legacy Portfolio Advisors, LLC (AUSTIN TX)

TX

04/01/2009 - 12/31/2022

NEXT FINANCIAL GROUP, INC. (AUSTIN TX)

TX

07/26/1996 - 04/07/2009

CHOICE INVESTMENTS, INC. (AUSTIN TX)

NY

03/27/1992 - 10/16/1995

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

08/22/1984 - 03/30/1992

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 01/26/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/13/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/18/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Jerry Jasper Mikus. Review regulatory record here.
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