Jerry
Toombs
Connect Financial
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About this Advisor
Jerry Toombs is a financial advisor based out of Logan, Utah with a total of 1 year of relevant experience. Toombs is on the advisory team at Connect Financial. Throughout their career, they have worked at Summit Group Financial, Symetra Investment Services, Inc, Allegis Investment Services, LLC, Allegis Investment Advisors, LLC, Jerry Toombs Properties, Ars Investment Advisors, Inc, Allegis Investment Services, United Planners' Financial Services Of America A Limited Partner, Jerry Toombs, Advanced Retirement Services (Ars), Summit Group Wealth Advisors, Asea, Connect Financial, LLC and Dfpg Investments, LLC. Toombs maintains a Series 63 license, designating them as a securities representative, and is able to work in Utah. Connect Financial is a firm operating in Logan, Utah.
Certifications and Registrations
Years Registered*
Office Location
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Jerry Toombs Work History
Jerry has been registered as a financial advisor for 1 years.*
Connect Financial, LLC
Jerry Toombs Properties
Jerry Toombs
Summit Group Wealth Advisors
Asea
Summit Group Financial
Dfpg Investments, LLC
United Planners' Financial Services Of America A Limited Partner
Advanced Retirement Services (Ars)
Ars Investment Advisors, Inc
Allegis Investment Services, LLC
Allegis Investment Advisors, LLC
Symetra Investment Services, Inc
Allegis Investment Services
*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 Toombs to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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