Jerry Hong
Jerry Hong is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Idaho Falls, ID, with 39 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
Snake River Landing, 900 Pier View Drive, Suite 102, Idaho Falls, ID, 83402
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2015Other Business Activities
Jerry serves on the board of Title Financial Corporation, which provides title and escrow services. He dedicates minimal time to this role.
Employment History
Current Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Previous Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
UBS Financial Services INC.Broker
UBS Financial Services INC.
Piper Jaffray & CO.
Piper Jaffray & CO.Broker
State Registrations17 states
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.