Jerry Lawless
Jerry Lawless is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Clovis, CA, with 35 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
600 Pollasky Avenue, Clovis, CA, 93612
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2013Customer Dispute
April 2003Other Business Activities
Jerry jointly owns a cabin rental business with his wife and is the owner of Central Valley Investment Services Inc., where he works as a broker and manager, dedicating about 10-20% of his time. He also works as a financial advisor as an independent contractor for Community West, but spends minimal time on this.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Investment Centers of America, INC.Broker
Arm Securities CorporationBroker
Investment Centers of America, INC.
State Registrations20 states
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