Jerry
Hurt

Mutual Of Omaha Investor Services, Inc

CRD#7298995
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 at Ozark Charters, Cerner Corporation, Mutual Of Omaha Insurance Company, University Of Kansas, and Mutual Of Omaha Investor Services. Jerry has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Arizona. 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 65, Series 63

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

2021 - Present (3 years)

Mutual Of Omaha Insurance Company

2021 - Present (3 years)

Mutual Of Omaha Investor Services

2017 - 2021 (4 years)

Cerner Corporation

2016 - 2017 (1 year)

Ozark Charters

2013 - 2017 (4 years)

University Of Kansas

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

Brad Galyean
Leawood, KS
Zachary Sippl
La Crosse, WI
Michael Jund
Braintree, MA
Louis Lizza
Phoenix, AZ
Thomas May
Phoenix, AZ
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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