Jerry Guido, financial advisor Herndon VA
96 score

Jerry Guido

CRD Number: 5456403
Current Firm: Northwest Financial Advisors LLC

Jerry Guido (CRD# 5456403) is an Investment Advisor Representative working at Northwest Financial Advisors LLC in Herndon, VA and has over 8 years of experience in the finance industry. Jerry Guido 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.

Similar Advisors
Jim David, financial advisor Herndon VA
Jim David
CRD# 4092356
David Wealth Management, LLC
Score
108
Similar Advisors
Michael Treanor, financial advisor Herndon VA
Michael A. Treanor
CRD# 5446267
Aegis Wealth Management LLC
Score
107
Similar Advisors
John Hensley, financial advisor Herndon VA
John K. Hensley
CRD# 1316159
Palatine Advisors, Inc.
Score
106
Professional Designations
Company Name Location Dates Years
Northwest Financial Advisors, LLC Herndon, VA Aug 2015 - Current 1
Northwest Financial Group, LLC Herndon, VA Aug 2015 - Current 1
Lpl Financial, LLC Herndon, VA Aug 2015 - Current 1
Accounting/cpa/tax Preparaton Herndon, VA Apr 2011 - Current 5
Jtb Interntional, Inc. Reston, VA Mar 2011 - Aug 2015 4
Raymond James Financial Services Reston, VA Feb 2011 - Aug 2015 4
Raymond James Financial Services Advisors, Inc. Reston, VA Feb 2011 - Aug 2015 4
Rmtg, Pc Bethesda, MD Mar 2007 - Apr 2011 4
Investment Professionals, Inc. Vienna, VA Aug 2009 - Dec 2010 1
Spire Investment Partners Mclean, VA Oct 2008 - Mar 2009 < 1
Thrivent Financial For Lutherans Appleton, WI Dec 2007 - Aug 2008 < 1
Thrivent Investment Management Inc. Chantilly, VA Nov 2007 - Aug 2008 < 1
Self Employed Herndon, VA Oct 2006 - Nov 2007 1
Feld Entertainment Inc. Vienna, VA Jun 1986 - Sep 2006 20
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2007
Contact Info for Jerry E. Guido
Phone Number: 703-810-1072
Firm Website: https://www.nwfllc.com
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    758
    MILLIONS
  • Total Number of Accounts
    2,554
    ACCOUNTS
  • Average Account Value
    $296,823
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, DC, DE, FL, GA, HI, LA, MA, MD, NC, NH, NV, NY, OH, PA, SC, TN, TX, VA, VT, WA, WV

Ready to hire a financial advisor? Get competitive proposals from Jerry Guido and other advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.