Jerry M. Kerr

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CRD#: 2561279

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.

Jerry Mathew Kerr, who also goes by Jerry Matthew Kerr, Jerry Kerr, was a registered financial professional .

Jerry is a previously registered financial professional and started their career in finance in 1995. Jerry had worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Jerry Matthew Kerr | Jerry Kerr

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.) OREGON BEVERAGE SERVICES - 9/8/2016 - 2713 19th Street SE, Salem, OR 97302 - Bartender, I occasionally bartend for my in-laws at fairs and festivals in the PNW, Not Invt Rel, Bartending, 4 hrs/mo; 4 hrs/mo (during trading hours). 2.) COLUMBIA RIVER INSURANCE - 9/12/2022 - 606 State Street, Hood River, OR 97031 - Agent, Working as an insurance agent assisting clients with multiple lines of insurance including property, casualty, health and life, Not Invt Rel, Insurance business, 20 hrs/mo; 0 hrs/mo (during trading hours). 3.) TRUELINE CAPITAL LLC - 9/12/2022 - 547 SW 13th Street, Suite 201, Hood River, OR 97031 - VP of Market Development, I support and lead loan officers who are responsible for originating construction loans with builders and developers, Not Invt Rel, Private Construction loans, 40 hrs/mo; 88 hrs/mo (during trading hours). 4.) KERR SERVICES - 9/8/2016 - PO Box 731, Hood River, OR 97031 - Member/Administrative, I support my wife's business by helping sort product and completing the business tax returns. Not Invt Rel, Retail business, 1 hr/mo; 0 hrs/mo (during trading hours). 5.) TLG ADVISORS INC - 10/13/2022 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rel, RA business, 10 hrs/mo; 10 hrs/mo (during trading hours).

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®

None

Experience

Past

October 17, 2022 - December 31, 2022

TLG ADVISORS, INC.

RIA

CRD#: 111052

Hood River, OR

Past

October 7, 2022 - December 31, 2022

THE LEADERS GROUP, INC.

CRD#: 37157

SUMMIT, NJ

Past

January 3, 2022 - June 28, 2022

U.S. BANCORP INVESTMENTS, INC.

CRD#: 17868

HOOD RIVER, OR

Past

December 22, 2021 - June 28, 2022

U.S. BANCORP INVESTMENTS, INC.

RIA

CRD#: 17868

HOOD RIVER, OR

Past

December 7, 2018 - June 10, 2020

U.S. BANCORP INVESTMENTS, INC.

CRD#: 17868

EUGENE, OR

Past

December 3, 2018 - June 10, 2020

U.S. BANCORP INVESTMENTS, INC.

RIA

CRD#: 17868

EUGENE, OR

Past

June 28, 2010 - January 19, 2017

U.S. BANCORP INVESTMENTS, INC.

CRD#: 17868

BEND, OR

Past

June 22, 2010 - January 19, 2017

U.S. BANCORP INVESTMENTS, INC.

RIA

CRD#: 17868

BEND, OR

Past

May 23, 2005 - January 2, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

BEND, OR

Past

May 20, 2005 - January 2, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

BEND, OR

Past

December 1, 2000 - May 23, 2005

U.S. BANCORP INVESTMENTS, INC.

CRD#: 17868

SAINT PAUL, MN

Past

August 2, 1995 - November 24, 1998

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

April 27, 1995 - May 9, 1995

DAIN RAUSCHER INCORPORATED

CRD#: 7600

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".

TLG ADVISORS, INC.

CRD#: 111052 / SEC#: 801-60458

RIA

Registered Investment Advisory firm - (8/6/2001 Approved)

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.

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

IAR

Series 65

Date: 6/23/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/27/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 1/19/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/17/1995

General Securities Representative Examination

Current Firm

TLG ADVISORS, INC.

CRD#: 111052 / SEC#: 801-60458

RIA

Registered Investment Advisory firm - (8/6/2001 Approved)

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Contact information

Main Address

475 Springfield Ave, Summit, NJ 07901

Mailing Address

Phone number

(888) 371-0013

Established

Firm type

Fiscal year end

# of Employees

280

SEC notice filing (49 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TLG ADVISORS FORM ADV BROCHURE 2025 (3/30/2025)

Regulatory assets under management

Total Number of Accounts	6,331
AUM (Assets Under Management)	$ 1,948,103,893

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. Kerr

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

THE LEADERS GROUP, INC.

U.S. BANCORP INVESTMENTS, INC.

U.S. BANCORP INVESTMENTS, INC.

U.S. BANCORP INVESTMENTS, INC.

U.S. BANCORP INVESTMENTS, INC.

U.S. BANCORP INVESTMENTS, INC.

U.S. BANCORP INVESTMENTS, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

U.S. BANCORP INVESTMENTS, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

DAIN RAUSCHER INCORPORATED

Primary Firm SEC Registration

TLG ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/23/2005

Series 63

Date: 2/27/1995

SIE

Date: 1/19/2017

Series 7

Date: 2/17/1995

Current Firm

TLG ADVISORS, INC.

Contact information

SEC notice filing (49 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TLG ADVISORS, INC.

TRUST BUT VERIFY

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