Jerry Toombs (CRD# 2245232) is an Investment Advisor Representative working at Connect Financial in Logan, UT and has over 31 years of experience in the finance industry.
CRD# 7058752
D.a. Davidson & Company
CRD# 2627265
Adams Wealth Advisors
CRD# 6718486
Andina Family Offices
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Connect Financial, LLC | Logan, UT | Aug 2022 - Current | 1 |
| Jerry Toombs Properties | Logan, UT | Feb 2019 - Current | 5 |
| Jerry Toombs | Benson, UT | Feb 2019 - Current | 5 |
| Summit Group Wealth Advisors | Logan, UT | Feb 2019 - Current | 5 |
| Asea | Lindon, UT | Feb 2019 - Current | 5 |
| Summit Group Financial | Logan, UT | Jun 1978 - Current | 45 |
| Dfpg Investments, LLC | Sandy, UT | Feb 2021 - Aug 2022 | 1 |
| United Planners' Financial Services Of America A Limited Partner | Scottsdale, AZ | Mar 2019 - Feb 2021 | 1 |
| Advanced Retirement Services (ars) | Bountiful, UT | Feb 2019 - Feb 2021 | 2 |
| Ars Investment Advisors, Inc. | Logan, UT | May 2018 - Feb 2021 | 2 |
| Allegis Investment Advisors, LLC | Idaho Falls, ID | Jun 2014 - Mar 2019 | 4 |
| Allegis Investment Services, LLC | Idaho Falls, ID | May 2014 - Mar 2019 | 4 |
| Allegis Investment Services | Salt Lake City, UT | May 2008 - May 2018 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1993 |
- UT
-
Total Assets Under Management57MILLIONS
-
Total Number of Accounts759ACCOUNTS
-
Average Account Value$74,916
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
ID, UT
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