Jerry Blanford, financial advisor Addison TX
83 score

Jerry Blanford

CRD Number: 4534557
Current Firm: Usaa Financial Planning Services

Jerry Blanford (CRD# 4534557) is an Investment Advisor Representative working at Usaa Financial Planning Services in Addison, TX and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Usaa Financial Planning Services Addison, TX Aug 2013 - Current 3
Usaa Financial Advisors, Inc. Addison, TX Aug 2013 - Current 3
Hcb Financial Allen, TX Jan 2012 - Jul 2013 1
Lpl Financial Allen, TX Dec 2011 - Oct 2012 < 1
Chase Investment Services Corp Dallas, TX Sep 2008 - Dec 2011 3
Ameriprise Financial Services Inc. Richardson, TX Nov 2007 - Sep 2008 < 1
New England Securities Dallas, TX Aug 2007 - Nov 2007 < 1
Allstate Financial Services LLC Dallas, TX Apr 2002 - Jun 2007 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2002
S66 NASAA Uniform Combined State Law Examination Jan 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Jerry L. Blanford
Phone Number: 800-531-USAA
Firm Website: https://www.usaa.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
83

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