Jerald
Gunn

Cetera Advisors LLC

CRD#2475036
Investment Advisor
in Green Valley, AZ

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About this Advisor

Jerald Gunn is a financial advisor based in Green Valley, Arizona with a total of 9 years of relevant experience. Gunn works at Cetera Advisors LLC. They have spent their entire employment at Cetera Advisors Llc. Gunn holds Series 63 and Series 66 licenses, qualifying them as a securities agent, and is registered to work in Arizona. Cetera Advisors LLC is a registered investment business headquartered in Englewood, CO. The company has offices in 692 locations and a total of 1,047 people on staff. It administers $21 billion in total assets among its 90,646 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 294 charitable organizations. Of its 90,646 customer accounts, 26% belong to high-net-worth clients who have more than $1 million in assets available to invest. The firm provides a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees typically are based on which services the firm provides the client. However, fees billed by Cetera Advisors LLC may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

9 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

Green Valley, AZ

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Cetera Advisors LLC Brokerage Details

Total Assets Under Management

$21,227,977,082

AZ Average: $2,349,664,866
Total Number of Employees

1,047

AZ Average: 28
Total Number of Accounts

90,646

AZ Average: 1,101
Average Account Size

$234,185

AZ Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Jerald Gunn Work History

Jerald has been registered as a financial advisor for 9 years.*

2013 - Present (11 years)

Cetera Advisors LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jerald Gunn to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cetera Advisors LLC

Michael Rousseau
Westborough, MA
Nicholas Russell
Orlando, FL
Elyse Jurman
Boca Raton, FL
William Lucas
Missoula, MT
Iain Reilly
San Diego, CA
Denise Ford
Saint Louis, MO
John Peyton
Lake Oswego, OR
Randy Roesler
Franklin, WI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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