Jerry
Hurt

Mutual Of Omaha Investor Services, Inc

CRD#2139646
Investment Advisor
in Phoenix, AZ

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About this Advisor

Jerry Hurt is a financial advisor based in Phoenix, Arizona, working with Mutual Of Omaha Investor Services, Inc. Jerry has previously held positions as a Business Consultant, at Ozark Charters, Ameritas Investment Corp, Ameritas Life Insurance Corp, Creative One, Tax Favored Benefits, Foundational Financial Partners, LLC, and Mutual Of Omaha. Jerry has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona and Nebraska. Currently, Jerry is part of Mutual Of Omaha Investor Services, Inc, which operates out of Phoenix, Arizona. The firm has 91 offices and 285 employees. The firm manages assets totaling $15.5 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Mutual Of Omaha Investor Services, Inc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

3200 East Camelback Road Suite 190
Phoenix, AZ 85018

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Mutual Of Omaha Investor Services, Inc Brokerage Details

Total Assets Under Management

$15,498,267

AZ Average: $1,978,216,465
Total Number of Employees

285

AZ Average: 226
Total Number of Accounts

74

AZ Average: 7,467
Average Account Size

$209,436

AZ Average: $264,928

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Jerry Hurt Work History

2019 - Present (5 years)

Mutual Of Omaha

2014 - Present (10 years)

Ozark Charters

2018 - 2019 (1 year)

Mutual Of Omaha

2016 - 2017 (1 year)

Foundational Financial Partners, LLC

2015 - 2017 (2 years)

Ameritas Investment Corp

2015 - 2017 (2 years)

Ameritas Life Insurance Corp

2015 - 2017 (2 years)

Creative One

2015 - 2017 (2 years)

Tax Favored Benefits

2014 - 2017 (3 years)

Business Consultant

Disclosures

Please visit the SEC profile of Jerry Hurt 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 Mutual Of Omaha Investor Services, Inc

Sydney Stanard
Omaha, NE
Jerry Hurt
Phoenix, AZ
Brad Galyean
Leawood, KS
Grant Runyan
Omaha, NE
Louis Lizza
Phoenix, AZ
Zachary Sippl
La Crosse, WI
Calen Griffin
Omaha, NE
Suhey Rios Perez
Miami, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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