Jerry Mallonee, financial advisor Dallas TX
96 score

Jerry Mallonee

CRD Number: 4567085
Current Firm: Cypress Point Wealth Management, LLC

Jerry Mallonee (CRD# 4567085) is an Investment Advisor Representative working at Cypress Point Wealth Management, LLC in Dallas, TX and has over 14 years of experience in the finance industry. Jerry Mallonee has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Cypress Wealth Management, LLC Dallas, TX Jan 2008 - Current 8
Camridge Investment Research, Inc. Fairfield, IA Dec 2007 - Current 9
Cambridge Investment Research, Inc. Fairfield, IA Jan 2008 - Sep 2008 < 1
Raymond James Financial Services, Inc. Dallas, TX Jul 2002 - Dec 2007 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2002
Contact Info for Jerry D. Mallonee
Phone Number: 214-736-8887
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    517
    MILLIONS
  • Total Number of Accounts
    220
    ACCOUNTS
  • Average Account Value
    $2,350,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, LA, TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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