Jerry Tanner
Jerry Tanner is a ChFC-designated registered investment advisor at Raymond James & Associates, INC., based in Woodland Hills, UT, with 39 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
Woodland Hills, UT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jerry is a partner in Blue Heron Partners, Ltd (a family limited partnership holding investments and rental real estate), Desert Solitaire, LLC (managing a vacation home), and NextPhase Ventures, LLC (owning restaurant franchises). He also owns Tanner Capital Management, LLC dba Tanner Investment Partners; these activities require a few hours per week.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Raymond James Financial Services Advisors, INC
Tanner Capital Management, LLC
Raymond James Financial Services, INC.Broker
Financial Network Investment CorporationBroker
Fpi Securities, INC.Broker
Warner Beck IncorporatedBroker
State Registrations15 states
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