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JH
CFP · ChFC
JH
CFP · ChFC

Jerry Hurt

Mutual of Omaha Investor Services, INC.
33 Years of Experience
Phoenix, AZ
4 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Jerry Hurt is a CFP, ChFC-designated registered investment advisor at Mutual of Omaha Investor Services, INC., based in Phoenix, AZ, with 33 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 Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 7,025 clients with $32M in assets under management.

Mutual of Omaha Investor Services, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
282 advisors
Number of Clients
7,025 clients
Average Client Portfolio
$5K average
Assets Under Management
$32.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees vary by program and advisor. Managed accounts cap at 1.25% for most programs, while accounts managed directly by a company advisor cap at 2.25%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3200 East Camelback Road, Suite 190, Phoenix, AZ, 85018

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
March 2015
Final
Regulatory
June 2014
Final
Employment Separation After Allegations
January 2014
Customer Dispute
February 2009
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jerry is an insurance agent since 2019, selling life, health, and annuity products, dedicating a few hours per week. He also serves as Treasurer for Sunrise Condo Community and participates in Mutual of Omaha Mortgage Lead Incentive Program, both requiring minimal time.

Employment History
Current Registrations
Mutual of Omaha Investor Services, INC.Broker
January 2018 - Present · 8 yrs 9 mos
Mutual of Omaha Investor Services, INC.
January 2018 - Present · 8 yrs 9 mos
Previous Registrations
Ameritas Investment CORP
October 2015 - June 2017 · 1 yr 8 mos
Ameritas Investment CORP.Broker
October 2015 - June 2017 · 1 yr 8 mos
New England SecuritiesBroker
October 2012 - February 2014 · 1 yr 4 mos
New England Securities Corporation
October 2012 - February 2014 · 1 yr 4 mos
Metlife Securities INC.
February 1999 - February 2014 · 15 yrs
Metlife Securities INC.Broker
June 1991 - February 2014 · 22 yrs 8 mos
Metropolitan Life Insurance CompanyBroker
June 1991 - July 2007 · 16 yrs 1 mo
State Registrations47 states
AKALARAZCACOCTFLGAHIIAIDILINKSKYLAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRSCSDTNTXUTVAWAWIWVWY
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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