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GJ

Gary W. Jurney

Some features on this profile are disabled
CRD#: 1317250
GJ

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.

Gary Wayne Jurney, AIF® was a registered financial professional .

Gary is a previously registered financial professional and started their career in finance in 1984. Gary had worked at 11 firms and has passed the Series 63, SIE, Series 7, Series 22, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

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®
AIF®

Accredited Investment Fiduciary

Experience

Past

September 1, 2017 - December 31, 2023

PENSIONMARK SECURITIES, LLC

BD
CRD#: 283952
Houston, TX
Past

June 12, 2015 - September 1, 2017

CAPFINANCIAL SECURITIES, LLC.

BD
CRD#: 126291
Jersey Village, TX
Past

June 10, 2015 - January 11, 2024

WORLD INVESTMENT ADVISORS, LLC

RIA
CRD#: 208512
Houston, TX
Past

September 11, 2014 - June 8, 2015

INDEPENDENT FINANCIAL PARTNERS

RIA
CRD#: 125112
JERSEY VILLAGE, TX
Past

September 10, 2014 - June 5, 2015

LPL FINANCIAL LLC

BD
CRD#: 6413
JERSEY VILLAGE, TX
Past

January 3, 2011 - September 12, 2014

FINANCIAL TELESIS INC

RIA
CRD#: 31012
JERSEY VILLAGE, TX
Past

January 3, 2011 - September 12, 2014

FINANCIAL TELESIS INC

BD
CRD#: 31012
JERSEY VILLAGE, TX
Past

February 2, 2000 - December 31, 2010

SECURITIES AMERICA ADVISORS, INC.

RIA
CRD#: 110518
HOUSTON, TX
Past

March 18, 1999 - December 31, 2010

SECURITIES AMERICA, INC.

BD
CRD#: 10205
HOUSTON, TX
Past

December 14, 1995 - March 29, 1999

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

March 19, 1990 - December 14, 1995

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
ST. PAUL, MN
Past

February 27, 1989 - May 18, 1990

VERAVEST INVESTMENTS, INC.

BD
CRD#: 3960
WORCESTER, MA
Past

December 14, 1984 - March 16, 1989

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137

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.

Exams

State Security Law Exam
RR
Series 63
Date: 11/29/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/17/1988
General Securities Representative Examination
General Industry/Product Exam
RR
Series 22
Date: 4/1/1985
Direct Participation Programs Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 12/13/1984
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 8/6/1997
General Securities Principal Examination

Current Firm

PS
PENSIONMARK SECURITIES, LLC
PENSIONMARK SECURITIES, LLC | PFG SECURITIES, LLC. | PENSIONMARK SECURITIES, LLC.

CRD#: 283952 / SEC#: , 8-69773

BD
Terminated by SEC on 01/04/2026
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Contact information

Main Address
Mailing Address
Phone number
Established
Delaware since 04/22/2016
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

Documents

Direct owners and executive officers

NamePositionCRD#
WORLD INVESTMENT ADVISORS, LLCOWNER208512
TOOLE, BARRY PCCO3142901

Disclosures

Regulatory Event1

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.

Company Information

PENSIONMARK SECURITIES, LLC

CRD#: 283952

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