Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry W. Tyler is a financial advisor with Raymond James & Associates, Inc. based in Louisville, Kentucky. Jerry has over 15 years of experience in the financial services industry, beginning in 2009. Jerry's areas of expertise include financial planning, portfolio management, and investment management. Jerry is committed to providing clients with personalized financial advice and services to help them achieve their financial goals. Jerry is licensed to provide financial services in Kentucky.
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.
Please see note in schedule d - miscellaneous
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
KY
01/11/2024 - Present
Raymond James & Associates, Inc. (LOUISVILLE KY)
KY
01/28/2020 - 01/05/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOUISVILLE KY)
KY
11/07/2017 - 10/28/2019
WELLS FARGO CLEARING SERVICES, LLC (LOUISVILLE KY)
TN
08/28/2009 - 09/08/2017
MORGAN STANLEY (MEMPHIS TN)
KY
04/22/2009 - 09/01/2009
J.P. MORGAN SECURITIES INC. (LOUISVILLE KY)
BOTH
Issued 10/01/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/24/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/27/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 04/21/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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