Gary W. Jurney

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CRD#: 1317250

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"?

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)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.

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

CRD#: 283952

Houston, TX

Past

June 12, 2015 - September 1, 2017

CAPFINANCIAL SECURITIES, LLC.

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

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

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.

CRD#: 10205

HOUSTON, TX

Past

December 14, 1995 - March 29, 1999

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

March 19, 1990 - December 14, 1995

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

ST. PAUL, MN

Past

February 27, 1989 - May 18, 1990

VERAVEST INVESTMENTS, INC.

CRD#: 3960

WORCESTER, MA

Past

December 14, 1984 - March 16, 1989

PRINCIPAL SECURITIES, INC.

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

Series 63

Date: 11/29/1984

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: 9/17/1988

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 4/1/1985

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 12/13/1984

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/6/1997

General Securities Principal Examination

Current Firm

PENSIONMARK SECURITIES, LLC

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

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

Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)

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Contact information

Main Address

24 East Cota Street Suite 200, Santa Barbara, CA 93101

Mailing Address

24 East Cota Street Suite 200, Santa Barbara, CA 93101

Phone number

(888) 201-5488

Established

Delaware since 04/22/2016

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (20 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
WORLD INVESTMENT ADVISORS, LLC	OWNER	208512
CARTER, ANA R	FINOP, PFO, POO	4424794
CURLEY, JONATHAN E	CHIEF COMPLIANCE OFFICER	827148
HAMMOND, TROY GLEN	PRESIDENT/CEO	2254232

Disclosures

Regulatory Event

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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Firm Stability Insights

Gary W. Jurney

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CAPFINANCIAL SECURITIES, LLC.

WORLD INVESTMENT ADVISORS, LLC

INDEPENDENT FINANCIAL PARTNERS

LPL FINANCIAL LLC

FINANCIAL TELESIS INC

FINANCIAL TELESIS INC

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

LPL FINANCIAL LLC

SECURIAN FINANCIAL SERVICES, INC.

VERAVEST INVESTMENTS, INC.

PRINCIPAL SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 11/29/1984

SIE

Date: 10/1/2018

Series 7

Date: 9/17/1988

Series 22

Date: 4/1/1985

Series 6

Date: 12/13/1984

Series 24

Date: 8/6/1997

Current Firm

PENSIONMARK SECURITIES, LLC

Contact information

FINRA licenses (20 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

PENSIONMARK SECURITIES, LLC

TRUST BUT VERIFY

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