Jerry Killion, financial advisor Lubbock TX

Jerry Killion

CRD Number: 1619315
Current Firm: First Western Securities, Inc.

Jerry Killion (CRD# 1619315) is an Investment Advisor Representative working at First Western Securities, Inc. in Lubbock, TX and has over 37 years of experience in the finance industry.

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Company Name Location Dates Years
First Western Securities Hurst, TX Jul 2010 - Current 13
Self Employed Lubbock, TX Dec 1997 - Current 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1987
S65 NASAA Investment Advisors Law Examination Mar 2000
Contact Info for Jerry D. Killion
Phone Number: 817-553-1492
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    35
    MILLIONS
  • Total Number of Accounts
    51
    ACCOUNTS
  • Average Account Value
    $684,226
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, TX

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