JB
JB

Jerry Bulaclac

21 Years of Experience
Tampa, FL
Broker

Jerry Bulaclac is a registered investment advisor, based in Tampa, FL, with 21 years of industry experience.

Location

3030 North Rocky Point Drive West, Suite 700, Tampa, FL, 33607

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Jerry operates RadiantVest, advising clients on various financial matters. He also volunteers as an assistant baseball coach for Newsome High School and Warriors Baseball, dedicating about 10-20% of his time to each.

Employment History
Current Registrations
Ifp Securities, LLCBroker
May 2019 - Present · 7 yrs
Independent Financial Partners
July 2012 - Present · 13 yrs 10 mos
Previous Registrations
LPL Financial LLCBroker
June 2012 - May 2019 · 6 yrs 11 mos
VALIC Financial Advisors, INC.
February 2005 - May 2012 · 7 yrs 3 mos
VALIC Financial Advisors, INC.Broker
January 2005 - May 2012 · 7 yrs 4 mos
American Express Financial Advisors, INC.
October 2004 - December 2004 · 2 mos
American Express Financial Advisors INC.Broker
October 2004 - December 2004 · 2 mos
Ids Life Insurance CompanyBroker
October 2004 - December 2004 · 2 mos
State Registrations3 states
FLGATN
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.
Jerry Bulaclac - Financial Advisor | TrueAdvisor