Gerald
Willis

Avantax Advisory Services

CRD#1981648
Investment Advisor
in Voorhees, NJ

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Gerald Willis is a financial advisor working in Voorhees, New Jersey who has 21 years of industry experience. Willis is currently employed by Avantax Advisory Services. During their career, the advisor has held roles at Self Employed - Accountant, Avantax Investment Services, Inc, Avantax Advisory Services and Harrison Mauro & Morgan Pa. Willis has Series 63 and Series 66 licenses, certifying them as a securities representative, and is approved to work in New Jersey. Avantax Advisory Services is a financial advisory company that has its headquarters in Coppell, TX. It has offices in 1,514 locations and a total of 2,433 people on staff. It oversees $31 billion in total assets between its 123,393 accounts, placing it among the largest financial advisory firms in the country by assets under management. Of its 123,393 customer accounts, just 6% are held by high-net-worth individuals who have at least $1 million in investable assets. Avantax Advisory Services performs a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees charged by financial advisors usually vary depending on which services the firm provides the client. Fee types charged by Avantax Advisory Services may include asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

21 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

Voorhees, NJ

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Avantax Advisory Services Brokerage Details

Total Assets Under Management

$30,968,246,116

NJ Average: $3,042,739,679
Total Number of Employees

2,433

NJ Average: 49
Total Number of Accounts

123,393

NJ Average: 2,315
Average Account Size

$250,972

NJ Average: $1,314,358

Investment Advisory Services

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

Gerald Willis Work History

Gerald has been registered as a financial advisor for 21 years.*

1993 - Present (31 years)

Avantax Advisory Services

1992 - Present (32 years)

Avantax Investment Services, Inc

1981 - Present (43 years)

Self Employed - Accountant

2014 - 2018 (4 years)

Harrison Mauro & Morgan Pa

*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 Gerald Willis 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 Avantax Advisory Services

Travis Rivers
Mccordsville, IN
Erika Landavazo
Chandler, AZ
Casey Radke
Irving, TX
Brandon Melton
Irving, TX
Jeanne Helmar
Lansdale, PA
Joseph Averett
Fort Worth, TX
Denissia Gordon
Dallas, TX
Nicholas Randone
Melville, NY

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started