Gary Jurney, financial advisor Jersey Village TX
96 score

Gary Jurney

CRD Number: 1317250
Current Firm: Pensionmark Financial Group, LLC

Gary Jurney (CRD# 1317250) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Jersey Village, TX and has over 33 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Pensionmark Securities, LLC Jersey Village, TX Sep 2017 - Current < 1
Pensionmark Financial Group, Llc Dba/ Kainos Partners Santa Barbara, CA Jun 2015 - Current 2
Kainos Partners, Inc. Jersey Village, TX Apr 2010 - Current 8
Harris County Municipal Utility District Houston, TX Nov 2000 - Current 17
Capfinancial Securities, LLC Raleigh, NC Jun 2015 - Sep 2017 2
Independent Financial Partners Jersey Village, TX Sep 2014 - May 2015 < 1
Lpl Financial, LLC Jersey Village, TX Sep 2014 - May 2015 < 1
Two Point Royal, LLC Jersey Village, TX Sep 2013 - Aug 2014 < 1
Financial Telesis Inc. Jersey Village, TX Jan 2011 - Aug 2014 3
First Harbor Group , LLC Houston, TX Jul 1999 - Feb 2011 11
Patient Choice Rx Houston, TX Sep 2006 - Dec 2010 4
Pre-paid Legal Services, Inc. Houston, TX Oct 2004 - Dec 2010 6
United Benefit Advisors, LLC Houston, TX Aug 2003 - Dec 2010 7
Securities America Advisors, Inc. Houston, TX Apr 1999 - Dec 2010 11
Securities America, Inc. Houston, TX Mar 1999 - Dec 2010 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1984
Contact Info for Gary W. Jurney
Phone Number: 888-201-5488
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    9,988
    MILLIONS
  • Total Number of Accounts
    3,170
    ACCOUNTS
  • Average Account Value
    $3,150,698
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WY

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

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