Jerry
Hurt
Mutual Of Omaha Investor Services, Inc
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About this Advisor
Jerry Hurt is a certified financial planner and chartered financial consultant operating in Phoenix, Arizona who has 5 years of industry experience. Hurt is an advisor for Mutual Of Omaha Investor Services, Inc. The advisor has gained experience at Business Consultant, Metropolitan Life Insurance Company, Metlife Securities Inc, Ozark Charters, Ameritas Investment Corp, Ameritas Life Insurance Corp, Creative One, Tax Favored Benefits, Mutual Of Omaha and Foundational Financial Partners, LLC. Hurt maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Arizona and Nebraska. Mutual Of Omaha Investor Services, Inc is a financial advisory firm based out of Omaha, NE. The investment advisory business has offices in 114 locations and a total of 320 financial advisors. It has $14 million in assets under management among its 92 client accounts, placing it among the smaller firms in the United States by assets under management. The firm serves 10 charities and foundations. Of its 92 accounts, 16% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm provides a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules largely vary depending on which services the firm provides the client. Fee types charged by Mutual Of Omaha Investor Services, Inc most likely consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mutual Of Omaha Investor Services, Inc Brokerage Details
$14,275,270
320
92
$155,166
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jerry Hurt Work History
Jerry has been registered as a financial advisor for 5 years.*
Mutual Of Omaha
Ozark Charters
Mutual Of Omaha
Foundational Financial Partners, LLC
Ameritas Investment Corp
Ameritas Life Insurance Corp
Creative One
Tax Favored Benefits
Business Consultant
Metropolitan Life Insurance Company
Metlife Securities Inc
*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 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
Irving, TX
Phoenix, AZ
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Blue Bell, PA
Omaha, NE
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.
