Jerry Wicklander, financial advisor Mcalpin FL

Jerry Wicklander

CRD Number: 6251991
Current Firm: Primerica Advisors

Jerry Wicklander (CRD# 6251991) is an Investment Advisor Representative working at Primerica Advisors in Mcalpin, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments Inc. Mcalpin, FL Oct 2013 - Current 8
Primerica Financial Services Mcalpin, FL May 2013 - Current 8
Office Depot Boca Raton, FL Sep 1990 - Jun 2016 25
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2017
S63 Uniform Securities State Law Examination Apr 2017
Contact Info for Jerry Wicklander
Phone Number: 800-544-5445
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    5,090
    MILLIONS
  • Total Number of Accounts
    39,842
    ACCOUNTS
  • Average Account Value
    $127,761
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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

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