Jerry Therrel
Jerry Therrel is a registered investment advisor at Raymond James & Associates, INC., based in Jacksonville, FL, with 15 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
Jacksonville, FL
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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.
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Jerry is the sole owner of a rental property in Rome, Georgia, since 2022. He dedicates minimal time to this activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
PNC Investments
PNC InvestmentsBroker
Essex National Securities, INC.
Essex National Securities, INC.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations51 states
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