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JF
CFP
JF
CFP

Jerry Ford

Advisory Services Network
40 Years of Experience
Draper, UT
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Jerry Ford is a CFP-designated registered investment advisor at Advisory Services Network, based in Draper, UT, with 40 years of industry experience. Jerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 12,919 clients with $11B in assets under management.

Advisory Services Network
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
251 advisors
Number of Clients
12,919 clients
Average Client Portfolio
$820K average
Assets Under Management
$10.6B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.25%
$500K - $2.0M1.75%
$2.0M - $5.0M1.50%
$5M+1.25%

All fees are negotiable at the firm's discretion. The firm also offers a floating flat rate schedule using the same percentage breakpoints applied to total account assets.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

12012 South 700 East Suite 100, Draper, UT, 84020

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2003
Denied
View Full SEC ReportHow to Read Disclosures
Other 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
July 2023 - Present · 3 yrs 3 mos
Previous Registrations
Allegis Investment Services, LLCBroker
July 2016 - September 2017 · 1 yr 2 mos
Navigate Private Wealth, LLC
May 2014 - July 2023 · 9 yrs 2 mos
Mutual Securities, INC.Broker
May 2014 - July 2016 · 2 yrs 2 mos
American Express Service CorporationBroker
August 1993 - December 1994 · 1 yr 4 mos
Ameriprise Financial Services, INC.
December 1991 - May 2014 · 22 yrs 5 mos
Ids Life Insurance CompanyBroker
June 1986 - July 2006 · 20 yrs 1 mo
Ameriprise Financial Services, INC.Broker
June 1986 - May 2014 · 27 yrs 11 mos
Richards InvestmentsBroker
May 1986 - June 1986 · 1 mo
State Registrations1 state
UT
Advisor

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.

Exams
No exam information available for this advisor.
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Jerry Ford - Financial Advisor | TrueAdvisor