JF
JF

Jerry Furlong

18 Years of Experience
Ocala, FL
Broker

Jerry Furlong is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Ocala, FL, with 18 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

Fee Structure

Hourly Rate:Up to $400/hr
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Location

110 NE 11th Ave, Ocala, FL, 34470

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jerry is involved in several business activities, including owning Arrow F 37, LLC (a land holding company), Arrow F, LLC (rental real estate), Bruner Tree Farm, LLC, and Furlong Financial Group, PLLC (a support company). He also serves on the Marion County Parks and Recreation Advisory Council.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
July 2011 - Present · 14 yrs 10 mos
Raymond James Financial Services, INC.Broker
June 2011 - Present · 14 yrs 11 mos
Previous Registrations
Kovack Advisors, INC.
February 2011 - June 2011 · 4 mos
Kovack Securities INC.Broker
February 2011 - June 2011 · 4 mos
Raymond James Financial Services Advisors, INC
November 2009 - January 2011 · 1 yr 2 mos
Raymond James Financial Services, INC.Broker
October 2009 - January 2011 · 1 yr 3 mos
Edward Jones
June 2007 - February 2009 · 1 yr 8 mos
Edward JonesBroker
June 2007 - February 2009 · 1 yr 8 mos
State Registrations26 states
AKALAZCACOFLGAIAINKYLAMAMEMIMNMONCNJNYOHPAPRRISCTNVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.