Jerry Killion
Jerry Killion is a registered investment advisor at First Western Securities, INC., based in Lubbock, TX, with 38 years of industry experience. Jerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 28 clients with $42M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
First Western Securities charges a fee based on the value of your portfolio, ranging from 1% to 3% annually, but not exceeding 3%. This fee is paid monthly or quarterly in advance. You'll also be responsible for custodial and trading fees charged by the custodian and broker-dealer. You can end the advisory contract with advance written notice, and any prepaid fees will be refunded for the remaining period.
Location
2817 74th, Lubbock, TX, 79423
Get directionsHistory
Regulatory History
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.
Learn about disclosures →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.
First Western Securities, INC.
First Western Securities, INC.Broker
Previous Registrations
Lincoln Financial Securities CorporationBroker
F & S Asset Management Group, INC.
Capital Analysts, Incorporated
Capital Analysts, IncorporatedBroker
Washington Square Securities, INC.
Washington Square Securities, INC.Broker
Woodbury Financial Services, INC.Broker
MML Investors Services, INC.Broker
State Registrations2 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.