Jerry Villers
Jerry Villers is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Vienna, WV, with 43 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1102 Grand Central Avenue, Vienna, WV, 26105
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jerry is a director at Leavitt Funeral Home, a Vice President at Peoples Bank giving investment advice (taking about half of Jerry's time), a life insurance agent at Peoples Insurance Agency (minimal time), and a financial advisor at Peoples Investment Services (taking about half of Jerry's time).
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Princor Financial Services CorporationBroker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations19 states
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