Jerry Shirley
Jerry Shirley is a PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Troy, AL, with 28 years of industry experience. Jerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1223 South Brundidgr Street, Troy, AL, 36081
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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 ActivitiesSells Insurance
Jerry is involved in several business activities, including rental property ownership, tax preparation/accounting as President of J.F. Shirley, Inc. (taking nearly full-time), insurance sales as an independent agent, and a board position with SAV-A LIFE INC. He also has the ability to sell various annuity and insurance products through Avantax Insurance Agent LLC, is financing equipment for a landscaper, and is a managing member of a tiny house trailer manufacturing company.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations7 states
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