Jerry Tanner, financial advisor Provo UT
93 score

Jerry Tanner

CRD Number: 1409284
Current Firm: Tanner Capital Management, LLC

Jerry Tanner (CRD# 1409284) is an Investment Advisor Representative working at Tanner Capital Management, LLC in Provo, UT and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Tanner Capital Management, LLC Provo, UT Jun 2005 - Current 13
Insurance - Non Variable Provo, UT Nov 2003 - Current 14
Utah Autism Foundation Sandy, UT Jan 2003 - Current 15
Hamilton Hon-locke, Inc. Orem, UT Dec 1999 - Current 18
Blue Heron Partners, Ltd Provo, UT Dec 1999 - Current 18
Tanner Capital Management, LLC Provo, UT Jan 1997 - Current 21
Raymond James Financial Services, Inc. Provo, UT Jan 1989 - Current 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1986
S65 NASAA Investment Advisors Law Examination Feb 1993
Contact Info for Jerry D. Tanner
Phone Number: 801-377-1144
Registered State(s):
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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