Jerry Cypert, financial advisor Vero Beach FL
93 score

Jerry Cypert

CRD Number: 1427790
Current Firm: Wells Fargo Advisors, LLC

Jerry Cypert (CRD# 1427790) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Vero Beach, FL and has over 29 years of experience in the finance industry.

Similar Advisors
Louis Chomo, financial advisor Vero Beach FL
Louis E. Chomo
CRD# 4342960
Latitude Advisors, LLC
Score
96
Similar Advisors
James Couzens, financial advisor Vero Beach FL
James E. Couzens
CRD# 55459
Royal Alliance Associates, Inc.
Score
96
Similar Advisors
Sean Davis, financial advisor Vero Beach FL
Sean M. Davis
CRD# 4902887
Latitude Advisors, LLC
Score
96
Company Name Location Dates Years
Wells Fargo Advisors LLC Vero Beach, FL May 2009 - Current 7
Riverside Natl Bank Vero Beach, FL Aug 1995 - Current 21
Wachovia Securities, LLC Vero Beach, FL Jan 2008 - May 2009 1
A.g. Edwards St Louis, MO Feb 1997 - Jan 2008 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1987
Contact Info for Jerry J. Cypert
Phone Number: 314-875-3000
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • 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, 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

Ready to hire a financial advisor? Get competitive proposals from Jerry Cypert and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.