Jerry Tuma
Jerry Tuma is a CFP-designated registered investment advisor at Independent Financial Group, LLC, based in Dallas, TX, with 44 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
4851 Lbj Fwy, Suite 1175, Dallas, TX, 75244
Get directionsHistory
Regulatory History (5)
Customer Dispute
January 2022Customer Dispute
December 2018Customer Dispute
April 2017Customer Dispute
November 2009Customer Dispute
October 2005Other Business ActivitiesSells Insurance
Jerry owns Liberty Silver & Gold, LLC, selling gold and silver bullion and coins. He is also the owner and investment advisor representative of Cornerstone Financial Services, Inc., and a Texas insurance agent selling various insurance products; he spends nearly full-time on this RIA. Jerry is also an author and public speaker.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Independent Financial Group, LLC
Cambridge Legacy Securities L.L.C.Broker
Aig Financial Advisors, INC.Broker
Sunamerica Securities, INC.Broker
Cornerstone Financial Services, INC.
Anchor National Financial Services, INC.Broker
Waddell & Reed, INC.Broker
State Registrations31 states
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.