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Jerry Killion

First Western Securities, INC.
39 Years of Experience
Lubbock, TX
BrokerSells Insurance
View SEC Summary
View SEC Summary

Jerry Killion is a registered investment advisor at First Western Securities, INC., based in Lubbock, TX, with 39 years of industry experience. Jerry is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 32 clients with $49M in assets under management.

First Western Securities, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
6 advisors
Number of Clients
32 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$48.6M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

The fee schedule generally ranges from 1% to 3% of assets under management, not to exceed 3%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

2817 74th, Lubbock, TX, 79423

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Jerry is an independent insurance agent for Employee Benefits Associates. This takes nearly full-time hours and is not investment related.

Employment History
Current Registrations
First Western Securities, INC.
October 2010 - Present · 16 yrs
First Western Securities, INC.
July 2010 - Present · 16 yrs 3 mos
First Western Securities, INC.Broker
July 2010 - Present · 16 yrs 3 mos
Previous Registrations
Lincoln Financial Securities CorporationBroker
January 2008 - May 2010 · 2 yrs 4 mos
F & S Asset Management Group, INC.
January 2008 - November 2010 · 2 yrs 10 mos
Capital Analysts, Incorporated
March 2004 - December 2007 · 3 yrs 9 mos
Capital Analysts, IncorporatedBroker
January 2004 - December 2007 · 3 yrs 11 mos
Washington Square Securities, INC.
May 2001 - January 2004 · 2 yrs 8 mos
Washington Square Securities, INC.Broker
May 2001 - January 2004 · 2 yrs 8 mos
Woodbury Financial Services, INC.Broker
October 1992 - May 2001 · 8 yrs 7 mos
MML Investors Services, INC.Broker
March 1987 - October 1992 · 5 yrs 7 mos
State Registrations2 states
OKTX
AdvisorBrokerBoth

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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