Jerry Ford
Jerry Ford is a CFP-designated registered investment advisor at Advisory Services Network, based in Atlanta, GA, with 39 years of industry experience. Jerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,852 clients with $8.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.25% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable.
Fee Estimator
Location
900 Ashwood Parkway, Suite 500, Atlanta, GA, 30338
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2003Other Business ActivitiesSells Insurance
Jerry is an agent at Allegis Advisor Group, LLC, an insurance agency, selling fixed life insurance since 2014. He also is a member of Intuitive Wealth, LLC, set up as a future service company for tax purposes, dedicating minimal time to it.
Employment History
Current Registrations
Advisory Services Network
Previous Registrations
Allegis Investment Services, LLCBroker
Navigate Private Wealth, LLC
Mutual Securities, INC.Broker
American Express Service CorporationBroker
Ameriprise Financial Services, INC.
Ids Life Insurance CompanyBroker
Ameriprise Financial Services, INC.Broker
Richards InvestmentsBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.