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Jeryl Strauss

36 Years of Experience
Louisville, KY
Broker

Jeryl Strauss is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Louisville, KY, with 36 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1040 East Main Street, Louisville, KY, 40206

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jeryl works as an associate/employee for multiple entities related to Stock Yards Bank, including Stock Yards Bank, Stock Yards Bank & Trust, Stock Yards Financial Services, and Stock Yards Investment Services. Jeryl dedicates about half their time to each of these roles as an assistant operations manager.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2016 - Present · 9 yrs 9 mos
Raymond James Financial Services, INC.Broker
August 2016 - Present · 9 yrs 9 mos
Previous Registrations
Morgan Stanley
May 2014 - August 2016 · 2 yrs 3 mos
Morgan StanleyBroker
May 2014 - August 2016 · 2 yrs 3 mos
UBS Financial Services INC.
January 2004 - May 2014 · 10 yrs 4 mos
UBS Financial Services INC.Broker
January 1998 - May 2014 · 16 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1995 - December 1997 · 2 yrs 9 mos
Everen Securities, INC.Broker
July 1992 - November 1992 · 4 mos
Marketing One Securities, INC.Broker
November 1989 - July 1992 · 2 yrs 8 mos
Prudential-Bache Securities INC.Broker
June 1987 - November 1989 · 2 yrs 5 mos
State Registrations34 states
AKALAZCACODCFLGAHIILINKSKYLAMAMDMEMIMNMOMSNCNMNVNYOHOKORPASCTNTXVAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.