Jerry M. Wells

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CRD#: 1015358

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jerry Michael Wells was a registered financial professional .

Jerry is a previously registered financial professional and started their career in finance in 1982. Jerry had worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) FINANCIAL STEWARDS LLC POSITION: Partner NATURE: The LLC is to encompass our Financial business in the case of a lawsuit as well as to indemnify each of us in case one of us partners get a law suit brought against us. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/25/2016 ADDRESS: 132 Allens Creek Road, Rochester NY 14618 DESCRIPTION: Participate in decision making for our Financial business, the address and employee matters. 2. ROCHESTER CONTEMPORARY ARTS CENTER POSITION: Board Member NATURE: Art Center - Cultural INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/10/2013 ADDRESS: 137 East Avenue, Rochester NY 14604, United States DESCRIPTION: Attend board meetings which are held once monthly. 3. KAFL INSURANCE RESOURCES POSITION: Insurance Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/13/2016 ADDRESS: 800 Linden Ave., Rochester NY 14625, United States DESCRIPTION: Use KAFL to provide insurance products for clients' needs 4. FINANCIAL STEWARDS POSITION: Partner NATURE: This LLC was formed to protect each employee in the event of a lawsuit as well as to indeminify us from one another and to make one another whole. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/25/2016 ADDRESS: 130 Allens Creek RD, Suite 117, Rochester NY 14618, United States DESCRIPTION: Participate in business planning and decisions.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

May 22, 2024 - March 3, 2025

IBN ADVISORY SERVICES, INC.

RIA

CRD#: 293288

Fairport, NY

Past

May 18, 2016 - May 27, 2020

OSAIC SERVICES, INC.

RIA

CRD#: 133763

ROCHESTER, NY

Past

May 18, 2016 - May 27, 2020

OSAIC SERVICES, INC.

CRD#: 133763

ROCHESTER, NY

Past

April 4, 1991 - July 9, 2007

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

ROCHESTER, NY

Past

April 4, 1991 - May 11, 2016

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

ROCHESTER, NY

Past

September 25, 1990 - December 17, 1990

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

CRD#: 680

NEWARK, NJ

Past

September 25, 1990 - December 17, 1990

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Past

August 3, 1990 - September 5, 1990

BRENT CAPITAL CORP.

CRD#: 18518

PITTSFORD, NY

Past

December 11, 1989 - July 31, 1990

ESSEX CAPITAL MARKETS, INC.

CRD#: 11896

ROCHESTER, NY

Past

August 23, 1982 - February 17, 1990

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

CRD#: 680

NEWARK, NJ

Past

February 21, 1982 - February 17, 1990

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

IBN ADVISORY SERVICES, INC.

IBN ADVISORY SERVICES, INC. | IBN FINANCIAL SERVICES, INC.

CRD#: 293288 / SEC#: 801-113320

RIA

Registered Investment Advisory firm - (5/31/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/12/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/28/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/23/1999

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 12/17/1985

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 8/20/1982

Investment Company Products/Variable Contracts Representative Examination

Current Firm

IBN ADVISORY SERVICES, INC.

IBN ADVISORY SERVICES, INC. | IBN FINANCIAL SERVICES, INC.

CRD#: 293288 / SEC#: 801-113320

RIA

Registered Investment Advisory firm - (5/31/2018 Approved)

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Contact information

Main Address

404 Old Liverpool Rd., Liverpool, NY 13088

Mailing Address

Po Box 2365, Liverpool, NY 13089

Phone number

(315) 652-4426

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

IBN ADV FORM ADV 2A BROCHURE- 2025 (3/21/2025)

Regulatory assets under management

Total Number of Accounts	1,524
AUM (Assets Under Management)	$ 184,948,056

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jerry M. Wells

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

OSAIC SERVICES, INC.

OSAIC SERVICES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

PRUCO SECURITIES, LLC.

BRENT CAPITAL CORP.

ESSEX CAPITAL MARKETS, INC.

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

IBN ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/12/2024

Series 63

Date: 8/28/1998

SIE

Date: 10/1/2018

Series 7

Date: 6/23/1999

Series 22

Date: 12/17/1985

Series 6

Date: 8/20/1982

Current Firm

IBN ADVISORY SERVICES, INC.

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IBN ADVISORY SERVICES, INC.

TRUST BUT VERIFY

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