Jerry L. Goodson
Professional summary
Jerry Lionel Goodson JR, CFP®, who also goes by Jerry Lionel Goodson, is a registered financial advisor currently at ADVISOR FINANCIAL GROUP located in Lincoln, Alabama.
Jerry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Jerry has worked at 7 firms and has passed the Series 65, Series 63, Series 7, Series 22, Series 6, Series 53, Series 4 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jerry Lionel Goodson JR's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 14, 2004 - Present
ADVISOR FINANCIAL GROUP
July 8, 2000 - December 21, 2001
OSAIC FS, INC.
September 15, 1999 - July 8, 2000
POLARIS FINANCIAL SERVICES, INC.
April 26, 1990 - August 25, 1999
BBVA COMPASS INVESTMENT SOLUTIONS, INC
September 29, 1986 - October 26, 1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
November 15, 1984 - September 5, 1986
AMERICAN EXPRESS FINANCIAL CORPORATION
November 15, 1984 - September 8, 1986
AMERIPRISE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/14/2004)
Exams
Current Firm
ADVISOR FINANCIAL GROUP
CRD#: 122678 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 47 |
| AUM (Assets Under Management) | $ 26,308,463 |
Red Flags
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