Derek
Jerger
Symphony Wealth Management
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About this Advisor
Derek Jerger is a financial advisor based in Tampa, Florida, working with Symphony Wealth Management. Derek has previously held positions at C.D. Mitchell & Company, Lpl Financial LLC, Sterne Agee Financial Services, Regions Bank, Cetera Investment Advisers LLC, Cetera Investment Services LLC, and Symphony Wealth Management. Derek has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Derek is part of Symphony Wealth Management, which operates out of Tampa, Florida. The firm has 2 employees and manages assets totaling $111.9 million. The firm serves high-net-worth clients and offers portfolio management for individuals and small businesses. The fee structure at Symphony Wealth Management includes asset-based fees.
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Symphony Wealth Management Brokerage Details
$111,876,266
2
7
$15,982,324
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Derek Jerger Work History
Symphony Wealth Management
Regions Bank
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Sterne Agee Financial Services
C.D. Mitchell & Company
Lpl Financial LLC
Disclosures
Please visit the SEC profile of Derek Jerger 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 Symphony Wealth Management
Tampa, FL
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