Jerrod Summers
Jerrod Summers is a CFP-designated registered investment advisor at Stone Wall Financial, based in San Antonio, TX, with 23 years of industry experience. Jerrod 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
Stone Wall Financial Group (SWFG) offers investment management services to individual clients, receiving compensation for investment management fees ranging between 0.50% and 0.95% of your portfolio per year, paid monthly. Fees are negotiable. SWFG may employ a TAMP provider as a sub-adviser to deliver trading, reporting, billing and custodial support services, with fees ranging between 0.10% and 0.15% of your portfolio per year. Other expenses related to the ordinary servicing of the Account, including custody fees, brokerage and other security transaction fees, and/or program fees shall be paid by the Client.
Location
401 E. Sonterra Blvd., Suite 375, San Antonio, TX, 78258
Get directionsHistory
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
Jerrod owns and is an insurance agent for Stone Wall Insurance Agency LLC.
Employment History
Current Registrations
Stone Wall Financial
Previous Registrations
USAA Investment Services Company
USAA Financial Advisors, INC.Broker
USAA Financial Planning Services
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Guardian Wealth Management, LLC
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
UBS Painewebber INC.
UBS Painewebber INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.