Jerry Murphy
Jerry Murphy is a CFP-designated registered investment advisor at Global Brokerage Services, INC., based in Mitchellville, MD, with 30 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 Investment Management, Retirement Planning. Their firm serves 370 clients with $160M in assets under 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 $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1M+ | 1.50% |
Fees are negotiable and vary by program. The schedule shown is for individual securities accounts in the Partner-APM program. Other programs such as Premier Advisors have separate fee schedules.
Fee Estimator
Location
Mitchellville, MD
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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 →Other Business Activities
Jerry provides financial planning and tax preparation services through JDM Financial & Investments since 1996. This is a full-time activity for Jerry.
Employment History
Current Registrations
Global Brokerage Services, INC.
Global Brokerage Services, INC.Broker
State Registrations9 states
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