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GJ

Gary Wayne Jurney

AIF®

CRD# 1317250·Registered 1984 - 2023

Previously Registered: Being a previously registered professional could mean that Gary 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.

Professional Summary

Gary Wayne Jurney, AIF® was a registered financial advisor. Gary was a previously registered financial professional and started their career in finance 1984 - 2023. Gary had worked at 11 firms and has passed the Series 63, SIE, Series 7, Series 22, Series 6 and Series 24 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

AIF®

Accredited Investment Fiduciary

Years of Experience

42 years in the financial services industry

Current & Past Employments

PENSIONMARK SECURITIES, LLC·CRD# 283952

BD

Houston, TX

September 1, 2017 - December 31, 2023

CAPFINANCIAL SECURITIES, LLC.·CRD# 126291

BD

Jersey Village, TX

June 12, 2015 - September 1, 2017

WORLD INVESTMENT ADVISORS, LLC·CRD# 208512

RIA

Houston, TX

June 10, 2015 - January 11, 2024

INDEPENDENT FINANCIAL PARTNERS·CRD# 125112

RIA

Jersey Village, TX

September 11, 2014 - June 8, 2015

LPL FINANCIAL LLC·CRD# 6413

BD

Jersey Village, TX

September 10, 2014 - June 5, 2015

FINANCIAL TELESIS INC·CRD# 31012

RIA

Jersey Village, TX

January 3, 2011 - September 12, 2014

FINANCIAL TELESIS INC·CRD# 31012

BD

Jersey Village, TX

January 3, 2011 - September 12, 2014

SECURITIES AMERICA ADVISORS, INC.·CRD# 110518

RIA

Houston, TX

February 2, 2000 - December 31, 2010

SECURITIES AMERICA, INC.·CRD# 10205

BD

Houston, TX

March 18, 1999 - December 31, 2010

LPL FINANCIAL LLC·CRD# 6413

BD

Fort Mill, SC

December 14, 1995 - March 29, 1999

SECURIAN FINANCIAL SERVICES, INC.·CRD# 15296

BD

St. Paul, MN

March 19, 1990 - December 14, 1995

VERAVEST INVESTMENTS, INC.·CRD# 3960

BD

Worcester, MA

February 27, 1989 - May 18, 1990

PRINCIPAL SECURITIES, INC.·CRD# 1137

BD

December 14, 1984 - March 16, 1989

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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

Contact Information

Established

Delaware since 04/22/2016

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

Documents

Direct owners and executive officers

Name	Position	CRD#
WORLD INVESTMENT ADVISORS, LLC	OWNER	208512
TOOLE, BARRY P	CCO	3142901

Disclosures

Regulatory Event

1

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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)NAME: HARRIS COUNTY MUNICIPAL UTILITY DISTRICT #358; Non-INVESTMENT RELATED: 3200 Southwest Freeway, Suite 2600. Houston, TX 77046; Municipal Utility District Board Member; 10/01/2015; 2 hours per month; 2 hours during trading hours; Oversee service providers for the MUD and approve expenditures.

(2)NAME: A CHILD'S HOPE INVESTMENT RELATED: NO ADDRESS: 16545 VILLAGE DR, BUILDING B, JERSEY VILLAGE, TX, 77040 NATURE OF BUSINESS: OVERSEE THE MISSION OF BUILDING AN ORPHANAGE AND SCHOOL IN HAITI POSITION: DIRECTOR START DATE: 08/2014 HOURS/MONTH: 2 HOURS/MONTH DURING TRADING HOURS: 2 YOUR DUTIES: WORK WITH OTHER DIRECTORS IN PROGRESS OF HAITIAN ORPHANAGE AND FUNDRAISING DOES NOT INTERFERE WITH BROKER DEALER RESPONSIBILITIES

(3) AssuredPartners; 840 Gessner Road, Suite 700, Houston, TX 77024; Non-Investment Related; Employee Benefits and P&C Insurance; Executive Vice President; 2/1/2021; 40 hours per month; 8 hours during trading hours; Maintain existing employee benefits clients and selling new clients.

(4) GTJ Interests, Inc.: Non-Investment Related; Holding Company; President; 2/1/2021; 1 hour per month; 1 hour during trading hours; Oversee final operations until S-Corp is terminated.

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State Registrations and Notice Filings

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

This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Nov 1984About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 1988About the Series 7 exam

Series 22 — Direct Participation Programs Representative Examination

Passed Apr 1985About the Series 22 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Dec 1984About the Series 6 exam

Series 24 — General Securities Principal Examination

Passed Aug 1997About the Series 24 exam

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CRS (Client Relationship Summary)

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

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GJ

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