Derek Jerger is a registered investment advisor at Symphony Wealth Management, based in Tampa, FL, with 30 years of industry experience. Derek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.50% |
Fees are negotiable. Discounts may be offered to family members of SWM employees.
Fee Estimator
Location
Tampa, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Symphony Wealth Management
Previous Registrations
Symphony Wealth Management
Symphony Wealth Management
Symphony Wealth Management
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Sterne Agee Asset Management, INC.
Sterne Agee Financial Services, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Uvest Financial Services Group, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Gunnallen Financial, INCBroker
Raymond James & Associates, INC.Broker
Olde Discount CorporationBroker
Smith Barney INC.Broker
State Registrations1 state
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.