Jerry Hurt
Jerry Hurt is a CFP, ChFC-designated registered investment advisor at Mutual of Omaha Investor Services, INC., based in Phoenix, AZ, with 32 years of industry experience. Jerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 6,885 clients with $24M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MOIS offers investment management through third-party money managers and its own managed account services.
Third-Party Money Managers: Fees are a percentage of your portfolio, paid to the third-party manager, who then pays a portion to MOIS. MOIS's portion will not exceed 1.25%.
MOIS Managed Account Services: Fees are based on a percentage of your portfolio. The annual fee will not exceed 1.25% for Fund Strategist Portfolios (FSP), Separately Managed Accounts (SMA), or Unified Managed Accounts (UMA). The annual fee will not exceed 2.25% for Advisor as Portfolio Manager (APM) accounts. Fees are billed quarterly in advance.
Location
3200 East Camelback Road, Suite 190, Phoenix, AZ, 85018
Get directionsHistory
Regulatory History (4)
Regulatory
March 2015Regulatory
June 2014Employment Separation After Allegations
January 2014Customer Dispute
February 2009Other 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
Mutual of Omaha Investor Services, INC.
Previous Registrations
Ameritas Investment CORP
Ameritas Investment CORP.Broker
New England SecuritiesBroker
New England Securities Corporation
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations46 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.