JI
JI
Jerry Ingram
21 Years of Experience
Midland, TX
2 DisclosuresBroker
Jerry Ingram is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Midland, TX, with 21 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B
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Location
3005 N Big Spring Street, Midland, TX, 75702
Get directionsHistory
Regulatory History (2)
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Financial
May 2021Final
Criminal
March 1986Final Disposition
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
November 2023 - Present · 2 yrs 6 mos
Raymond James Financial Services, INC.Broker
September 2023 - Present · 2 yrs 8 mos
Previous Registrations
LPL Financial LLC
February 2016 - March 2018 · 2 yrs 1 mo
LPL Financial LLCBroker
May 2008 - March 2018 · 9 yrs 10 mos
Raymond James Financial Services, INC.Broker
January 2006 - May 2008 · 2 yrs 4 mos
Edward JonesBroker
December 1998 - January 2006 · 7 yrs 1 mo
State Registrations1 state
TX
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.