Jerry Shirley, financial advisor Troy AL

Jerry Shirley

CRD Number: 2973500
Current Firm: Avantax Advisory Services

Jerry Shirley (CRD# 2973500) is an Investment Advisor Representative working at Avantax Advisory Services in Troy, AL and has over 26 years of experience in the finance industry.

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Avantax Advisory Services
Company Name Location Dates Years
Avantax Insurance Services, LLC Troy, AL Jun 2018 - Current 5
J.f. Shirley, Inc. Troy, AL Aug 1999 - Current 24
Avantax Investment Services, Inc. Troy, AL Nov 1997 - Current 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1998
Contact Info for Jerry F. Shirley
Phone Number: 972-870-6000
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    30,968
    MILLIONS
  • Total Number of Accounts
    123,393
    ACCOUNTS
  • Average Account Value
    $250,972
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
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, VT, WA, WI, WV, WY

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