Gerald H. Denney
KESTRA ADVISORY SERVICES
Charlottesville, VA 22911
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CRD#: 1463871
Professional summary
Gerald Howard Denney JR, CFP®, ChFC®, CLU®, who also goes by Gerald H Denney Jr, Jerry Denney Jr, Jerry Denney, Gerald Howard Denney, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Charlottesville, Virginia and KESTRA INVESTMENT SERVICES, LLC located in Charlottesville, Virginia.
Gerald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Gerald has worked at 14 firms and has passed the Series 65, Series 63, SIE, Series 3 and Series 7 exams.
Question & Answer
What are your service offerings?
Retirement Income Management
Investment Planning
Social Security Planning
Retirement Planning
Estate Planning
Comprehensive Financial Planni...
Insurance Planning
Are you a "fiduciary"?
Yes
Aliases
Gerald H Denney Jr | Jerry Denney Jr | Jerry Denney | Gerald Howard Denney
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.
Business Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/28/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Business Name: LOAVES & FISHES FOOD PANTRY POSITION: Emeritus Board Director NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2013 ADDRESS: 2050 Lambs Road, Charlottesville VA 22901, United States DESCRIPTION: NONE Business Name: NOTARY POSITION: Notary NATURE: Notary INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/28/2025 ADDRESS: 600 Peter Jefferson Parkway, Suite 370, Charlottesville VA 22911, United States DESCRIPTION: Witness signatures and document this. Business Name: PIEDMONT WEALTH MANAGEMENT POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/28/2025 ADDRESS: 600 Peter Jefferson Parkway, Suite 370, Charlottesville VA 22911, United States DESCRIPTION: Manage client meetings and relationships. Make trading recommendations and provide ongoing financial planning advice. Business Name: PWM PROPERTIES, LLC POSITION: Member/Owner NATURE: LLC for tax planning and liability protection INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2016 ADDRESS: 600 Peter Jefferson Parkway, Suite 370, Charlottesville VA 22911, United States DESCRIPTION: Receive rents/filing tax returns. Lease has tenant responsible for all upkeep. Business Name: FIXED INSURANCE POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 05/28/2025 ADDRESS: 600 Peter Jefferson Parkway, Suite 370 VA 22911, United States DESCRIPTION: Solicit insurance applications when appropriate to meet client needs. Submit and monitor the applications through the BGA. Business Name: PJPIII CONDO BOARD MEMBER POSITION: President of the Board NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2020 ADDRESS: 600 Peter Jefferson Parkway, Suite 370, Charlottesville VA 22911, United States DESCRIPTION: In charge of running annual and regular board meetings. Try to meet quarterly and as necessary for Board decisions. We manage the entire Condo building as a Condo Association. Business Name: GHD HOLDINGS, LLC POSITION: Managing Member NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/28/2025 ADDRESS: 600 Peter Jefferson Parkway, Suite 370, Charlottesville VA 22911, United States DESCRIPTION: All duties for a business owner of a financial planning and investment management business. Meeting with clients/making recommendations/seeing that recommendations are implemented. Financial Planning and ongoing client relationship management.
CRS (Client Relationship Summary) - RIA
Click below to view Gerald Howard Denney JR's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1999
Experience
Current
May 28, 2025 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 600 Peter Jefferson Parkway Suite 250, Charlottesville, VA 22911RIA
CRD#: 283330
Charlottesville, VA
Current
May 28, 2025 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 600 Peter Jefferson Parkway Suite 370, Charlottesville, VA 22911BD
CRD#: 42046
Charlottesville, VA
Past
May 22, 2020 - June 12, 2025
LPL FINANCIAL LLC
RIA
CRD#: 6413
CHARLOTTESVILLE, VA
Past
May 22, 2020 - June 12, 2025
LPL FINANCIAL LLC
BD
CRD#: 6413
CHARLOTTESVILLE, VA
Past
November 29, 2018 - June 2, 2020
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
Charlottesville, VA
Past
November 29, 2018 - June 2, 2020
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
Charlottesville, VA
Past
September 25, 2013 - November 29, 2018
PRIVATE ADVISOR GROUP, LLC
RIA
CRD#: 155216
CHARLOTTESVILLE, VA
Past
September 24, 2013 - December 7, 2018
LPL FINANCIAL LLC
BD
CRD#: 6413
CHARLOTTESVILLE, VA
Past
July 1, 2010 - October 18, 2013
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
CHARLOTTESVILLE, VA
Past
July 1, 2010 - October 18, 2013
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
CHARLOTTESVILLE, VA
Past
February 11, 2004 - July 1, 2010
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
CHARLOTTSVILLE, VA
Past
February 11, 2004 - July 1, 2010
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
CHARLOTTSVILLE, VA
Past
November 16, 2000 - February 26, 2004
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
CHARLOTTESVILLE, VA
Past
September 22, 2000 - February 26, 2004
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
WEEHAWKEN, NJ
Past
December 9, 1998 - September 26, 2000
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
Past
January 16, 1995 - December 4, 1998
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
January 16, 1995 - December 4, 1998
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
Past
March 7, 1994 - January 13, 1995
WELLS FARGO BROKERAGE SERVICES, L.L.C.
BD
CRD#: 16100
MINNEAPOLIS, MN
Past
August 2, 1990 - March 9, 1994
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
August 2, 1990 - March 9, 1994
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
Past
September 12, 1987 - April 12, 1988
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
Past
September 12, 1987 - April 14, 1988
ROBERT W. BAIRD & CO. INCORPORATED
BD
CRD#: 8158
Past
March 14, 1986 - July 31, 1987
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
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".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Connecticut(5/28/2025)
RR
Florida(5/28/2025)
RR
Indiana(6/9/2025)
RR
Iowa(5/28/2025)
RR
Mississippi(5/28/2025)
RR
Missouri(5/28/2025)
RR
Ohio(5/28/2025)
RR
Pennsylvania(5/28/2025)
RR
South Carolina(6/3/2025)
RR
Virginia(5/28/2025)
IAR
Virginia(5/28/2025)
RR
Washington(6/4/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
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
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330Charlottesville, VA 22911TRUST BUT VERIFY
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Contact information
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