Jerry Kiefer
Jerry Kiefer is a registered investment advisor at Equitable Advisors, LLC, based in Edmond, OK, with 33 years of industry experience. Jerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 69,432 clients with $38B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Equitable Advisors offers investment management through LPL Financial programs and third-party asset managers (TAMPs). Fees vary depending on the program and assets invested.
For LPL programs like SAM, fees are based on a percentage of your portfolio. In some cases, you can choose whether to pay transaction charges directly or have the advisor pay them, which affects the overall advisory fee.
When using TAMPs, the fees are determined by the TAMP and a portion is paid to Equitable Advisors. The specific fees, minimums, and arrangements vary by TAMP, so it's important to review their brochures.
Equitable Advisors also offers ERISA fiduciary services to retirement plans, with fees determined by the specific services provided.
Location
805 E 33rd Street, Edmond, OK, 73013
Get directionsHistory
Regulatory History (3)
Customer Dispute
March 2024Customer Dispute
January 2024Customer Dispute
September 2011Other Business Activities
Jerry is a board member of the Oklahoma 4-H Foundation, dedicating a few hours per week. He is also a managing member or manager/trustee for several LLCs (J44 LLC, Jerry D. Kiefer and Associates, LLC, JK4 LLC, Kiefer Land LLC, Kiefer Minerals LLC, and J&J Capital LLC), spending minimal time on each.
Employment History
Current Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Previous Registrations
Phillips Capital Advisors, INC.
T.S. Phillips Investments, INC.Broker
The (wilson) Williams Financial GroupBroker
Investment Professionals, INC.Broker
Market Street Securities, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations12 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.