Jerry Tanner (CRD# 1409284) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Provo, UT and has over 37 years of experience in the finance industry.
CRD# 840425
Equitable Advisors, LLC
CRD# 6515855
Ignite Planners LLC
CRD# 6890976
Acentus Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | Provo, UT | Jun 2020 - Current | 3 |
| Tanner Capital Management, Llc Dba Tanner Investment Partners | Provo, UT | Jul 2010 - Current | 13 |
| Raymond James Financial Services, Inc. | Provo, UT | Jan 1989 - Current | 35 |
| Tanner Capital Management | Provo, UT | Jun 2005 - Jun 2020 | 15 |
| Tanner Capital Management, LLC | Provo, UT | Jan 1997 - Jun 2020 | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1986 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1993 |
- TX
- UT
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Educational seminars/workshops
- Other
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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