Jerry Mikus (CRD# 1284193) is an Investment Advisor Representative working at Legacy Portfolio Advisors, LLC in Austin, TX and has over 39 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Holdfast Wealth Management, LLC | Austin, TX | Jun 2023 - Current | < 1 |
| Legacy Portfolio Advisors, LLC | Austin, TX | Jan 2023 - Current | 1 |
| Circle Jasper, Inc. | Austin, TX | Jul 2015 - Current | 8 |
| Legacy Portfolio Advisors, LLC | Austin, TX | Apr 2012 - Current | 12 |
| Jerry J. Mikus, Jr. | Austin, TX | Apr 2009 - Current | 15 |
| Mikus Partners, Ltd. | Austin, TX | Mar 1996 - Current | 28 |
| Mikus Associates | Austin, TX | Dec 1983 - Current | 40 |
| Legacy Protection Assurance, LLC | Austin, TX | Apr 2012 - Apr 2023 | 11 |
| Legacies Today, LLC | Austin, TX | Apr 2009 - Apr 2023 | 14 |
| Next Financial Group, Inc. | Houston, TX | Apr 2009 - Jan 2023 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1984 |
| S65 | NASAA Investment Advisors Law Examination | Jan 1995 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management33MILLIONS
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Total Number of Accounts285ACCOUNTS
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Average Account Value$116,295
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Market timing services
- Educational seminars/workshops
- Other
TX
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