Jerry Banks, financial advisor Jasper AL
88 score

Jerry Banks

CRD Number: 5549022
Current Firm: Wells Fargo Advisors, LLC

Jerry Banks (CRD# 5549022) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Jasper, AL and has over 2 years of experience in the finance industry.

Similar Advisors
Jerry Porch, financial advisor Jasper AL
Jerry C. Porch
CRD# 5278032
Edward Jones
Score
98
Similar Advisors
Mark Rutledge, financial advisor Jasper AL
Mark H. Rutledge
CRD# 2293502
Blackwater Advisory Group LLC
Score
96
Similar Advisors
Michael Wiginton, financial advisor Jasper AL
Michael W. Wiginton
CRD# 2307270
Cantella & Company, Inc.
Score
96
Company Name Location Dates Years
Wells Fargo Advisors, LLC Jasper, AL Oct 2014 - Current 2
Wells Fargo Bank, Na Jasper, AL Jun 2013 - Current 3
Unemployed Jasper, AL Jan 2013 - Jun 2013 < 1
Bank Of America Charlotte, NC Sep 2009 - Jan 2013 3
Unemployed Charlotte, NC Oct 2008 - Sep 2009 < 1
Sungard Institutional Brokerage Inc. Charlotte, NC Jun 2008 - Oct 2008 < 1
Sungard Wealth Management Charlotte, NC Jul 1995 - Jun 2008 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2014
S65 NASAA Investment Advisors Law Examination Dec 2014
Contact Info for Jerry R. Banks
Phone Number: 314-875-3000
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

Ready to hire a financial advisor? Get competitive proposals from Jerry Banks and other advisors.
BADGES
88
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.