Jerry Malcolm Stuber

Trust Advisory Group LTD

47 Years of Experience

1 DisclosureBroker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningFinancial Planning & Coaching

Trust Advisory Group LTD

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

23 advisors

Number of Clients

1,119 clients

Average Client Portfolio

$442K average

Assets Under Management

$494.4M

Fee Structure

Minimum Annual Fee:$200

Location

Tybee Island, GA

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

October 2005

Settled

View Full SEC Report How to Read Disclosures

Other Business Activities

Jerry owns rental property in Savannah, GA since 2015, which is not investment-related. He spends minimal time on this activity.

Employment History

Current Registrations

Stonex Securities INC.Broker

September 2024 - Present · 1 yr 5 mos

Trust Advisory Group LTD

March 2017 - Present · 8 yrs 11 mos

Previous Registrations

Ages Financial Services, LTD.Broker

February 2017 - September 2024 · 7 yrs 7 mos

Source Capital Group, INC.

May 2007 - July 2017 · 10 yrs 2 mos

Source Capital Group, INC.Broker

September 2006 - April 2017 · 10 yrs 7 mos

Wachovia Securities, LLC

March 2003 - September 2006 · 3 yrs 6 mos

Wachovia Securities, LLCBroker

October 1999 - September 2006 · 6 yrs 11 mos

First Union Capital Markets CORP.Broker

September 1998 - October 1999 · 1 yr 1 mo

Prudential Securities IncorporatedBroker

October 1986 - September 1998 · 11 yrs 11 mos

Dean Witter Reynolds INC.Broker

July 1978 - October 1986 · 8 yrs 3 mos

State Registrations3 states

GANCVA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.