Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Lynn Ford is a financial advisor with Advisory Services Network, a firm that specializes in providing financial planning and portfolio management services. Jerry has over 30 years of experience in the industry and holds the Series 63, 65, and 7 licenses. Jerry also has the Series SIE license and is a Certified Financial Planner. Jerry has experience working with individuals, families, and businesses. In the past, Jerry has worked with Allegis Investment Services, LLC, Mutual Securities, Inc., and Ameriprise Financial Services, Inc. Jerry is committed to helping clients reach their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
GA
07/05/2023 - Present
Advisory Services Network (ATLANTA GA)
UT
07/01/2016 - 09/18/2017
ALLEGIS INVESTMENT SERVICES, LLC (Draper UT)
UT
05/02/2014 - 07/01/2016
MUTUAL SECURITIES, INC. (Draper UT)
UT
06/11/1986 - 05/06/2014
AMERIPRISE FINANCIAL SERVICES, INC. (DRAPER UT)
MN
06/12/1986 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
08/20/1993 - 12/31/1994
AMERICAN EXPRESS SERVICE CORPORATION (MINNEAPOLIS MN)
NA
05/21/1986 - 06/13/1986
RICHARDS INVESTMENTS
IA
Issued 11/22/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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