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Gerald Howard Denney JR

Gerald H. Denney

KESTRA ADVISORY SERVICES
Charlottesville, VA 22911
Some features on this profile are disabled
CRD#: 1463871
Gerald Howard Denney JR

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gerald Howard Denney JR's CRS (Customer Relationship Summary).
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®

Certified Financial Planner

Start date: 1999

ChFC®

Chartered Financial Consultant

CLU®

Chartered Life Underwriter

Experience

Current

May 28, 2025 - Present

KESTRA ADVISORY SERVICES, LLC

Office #1: 600 Peter Jefferson Parkway Suite 250, Charlottesville, VA 22911
RIA
CRD#: 283330
Charlottesville, VA
Current

May 28, 2025 - Present

KESTRA INVESTMENT SERVICES, LLC

Office #1: 600 Peter Jefferson Parkway Suite 370, Charlottesville, VA 22911
BD
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
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
IAR
Series 65
Date: 3/6/1995
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/27/1990
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 3
Date: 8/21/2003
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 8/1/1990
General Securities Representative Examination
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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

KESTRA ADVISORY SERVICES, LLC BROCHURE (RETAIL CLIENTS) (11/24/2025)
KESTRA ADVISORY SERVICES, LLC BROCHURE (WRAP FEE PROGRAM) (11/24/2025)
KESTRA ADVISORY SERVICES, LLC BROCHURE (PLAN CLIENTS) (11/24/2025)

Regulatory assets under management

Total Number of Accounts155,482
AUM (Assets Under Management)$ 60,174,309,829

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
12/01/2025
Cover Page
Report
12/23/2024
Cover Page
Report
10/20/2023
Cover Page
Report

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 22911

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