Jerry Gintz
Jerry Gintz is a registered investment advisor at Cetera Investment Advisers LLC, based in Puyallup, WA, with 37 years of industry experience. Jerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1029 E Main Ste 106, Puyallup, WA, 98372
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Regulatory History (1)
Customer Dispute
April 2020Other Business ActivitiesSells Insurance
Jerry is an insurance agent selling life, health, disability, and long-term care insurance, dedicating minimal time to this activity. Jerry also owns Gintz Accounting & Tax LLC, providing accounting, bookkeeping, and tax services, taking about 10-20% of his time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Invest Financial CorporationBroker
Invest Financial Corporation
Intersecurities, INC.
Intersecurities, INC.Broker
Pacific West Financial Consultant INC
Pacific West Securities, INC.Broker
H.D. Vest Investment Securities, INC.Broker
Chubb Securities CorporationBroker
Triple Check Financial Services, INC.Broker
First American National Securities, INC.Broker
State Registrations6 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.