Jerry M. Toombs

CONNECT FINANCIAL ADVISORS

Logan, UT 84341

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CRD#: 2245232

Professional summary

Jerry Marlin Toombs, who also goes by Jerry Marlin Toombs, is a registered financial advisor currently at CONNECT FINANCIAL ADVISORS located in Logan, Utah.

Jerry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Jerry has worked at 11 firms and has passed the Series 63, SIE, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jerry Marlin Toombs

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 Jerry Marlin Toombs'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®

None

Experience

Current

August 18, 2022 - Present

CONNECT FINANCIAL ADVISORS

Office #1: 181 E 1600 N, Logan, UT 84341

RIA

CRD#: 321212

Logan, UT

Past

February 18, 2021 - August 15, 2022

DFPG INVESTMENTS, LLC

RIA

CRD#: 155576

LOGAN, UT

Past

February 17, 2021 - August 15, 2022

DFPG INVESTMENTS, LLC

CRD#: 155576

LOGAN, UT

Past

March 8, 2019 - February 25, 2021

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

CRD#: 20804

LOGAN, UT

Past

June 15, 2018 - February 18, 2021

ARS INVESTMENT ADVISORS, INC.

RIA

CRD#: 293750

Logan, UT

Past

August 29, 2014 - June 18, 2018

ALLEGIS INVESTMENT ADVISORS, LLC

RIA

CRD#: 157314

LOGAN, UT

Past

May 21, 2014 - April 5, 2019

ALLEGIS INVESTMENT SERVICES, LLC

CRD#: 168557

North Logan, UT

Past

August 6, 2010 - August 29, 2014

SIGNATOR FINANCIAL SERVICES, INC.

RIA

CRD#: 19061

NORTH LOGAN, UT

Past

August 6, 2010 - August 29, 2014

SIGNATOR FINANCIAL SERVICES, INC.

CRD#: 19061

NORTH LOGAN, UT

Past

October 3, 2007 - August 11, 2010

INSPHERE SECURITIES, INC.

RIA

CRD#: 136433

NORTH LOGAN, UT

Past

July 23, 2007 - August 11, 2010

INSPHERE SECURITIES, INC.

CRD#: 136433

NORTH LOGAN, UT

Past

June 12, 2006 - October 3, 2007

ALLEGIS ADVISORS, INC.

RIA

CRD#: 131242

SALT LAKE CITY, UT

Past

July 2, 2002 - June 5, 2006

EQUITY SERVICES, INC.

RIA

CRD#: 265

LOGAN, UT

Past

March 15, 2002 - August 9, 2007

EQUITY SERVICES, INC.

CRD#: 265

LOGAN, UT

Past

February 9, 1993 - March 25, 2002

OSAIC FS, INC.

CRD#: 3870

FORT WAYNE, IN

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.

Highlighted states indicate IAR registrations

IAR

Utah
(8/18/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 3/4/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 2/5/1993

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 6/26/2001

Investment Company Products/Variable Contracts Principal Examination

Current Firm

CONNECT FINANCIAL ADVISORS

CONNECT FINANCIAL | SUMMIT GROUP WEALTH ADVISORS | CONNECT FINANCIAL, LLC | CONNECT FINANCIAL ADVISORS

CRD#: 321212 / SEC#:

California

Registered Investment Advisory firm - (10/27/2025 Approved)

Idaho

Registered Investment Advisory firm - (8/22/2022 Approved)

Utah

Registered Investment Advisory firm - (7/12/2022 Approved)

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Contact information

Main Address

Providence, UT

Mailing Address

Phone number

(435) 713-4220

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	830
AUM (Assets Under Management)	$ 66,758,952

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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Advisor Monitoring

Firm Stability Insights

Jerry M. Toombs

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jerry Marlin Toombs's CRS (Customer Relationship Summary).

Certified licenses

Experience

DFPG INVESTMENTS, LLC

DFPG INVESTMENTS, LLC

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

ARS INVESTMENT ADVISORS, INC.

ALLEGIS INVESTMENT ADVISORS, LLC

ALLEGIS INVESTMENT SERVICES, LLC

SIGNATOR FINANCIAL SERVICES, INC.

SIGNATOR FINANCIAL SERVICES, INC.

INSPHERE SECURITIES, INC.

INSPHERE SECURITIES, INC.

ALLEGIS ADVISORS, INC.

EQUITY SERVICES, INC.

EQUITY SERVICES, INC.

OSAIC FS, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 3/4/1993

SIE

Date: 10/1/2018

Series 6

Date: 2/5/1993

Series 26

Date: 6/26/2001

Current Firm

CONNECT FINANCIAL ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CONNECT FINANCIAL ADVISORS

TRUST BUT VERIFY

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