Jerry Bass
Jerry Bass is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Edmond, OK, 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
Firm Size
IM Fee
Assets Under Management
Location
2964 Via Esperanza, Edmond, OK, 73013
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2005Other Business Activities
Jerry is a partner and owner of AAMS.R.Blessing, LLC, a rental real estate business, since 2021, dedicating minimal time to it. He also owns Bass Investment Group, a support company, spending about half his time on it.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
First Union Securities, INC.
First Union Securities, INC.Broker
Principal Financial Securities,inc.Broker
State Registrations16 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.