Jerry P. Georgopoulos
Professional summary
Jerry Peter Georgopoulos is a registered financial advisor currently at EXENCIAL WEALTH ADVISORS located in Dallas, Texas.
Jerry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Jerry has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jerry Peter Georgopoulos's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 27, 2014 - Present
EXENCIAL WEALTH ADVISORS
Office #1: 1845 Woodall Rodgers Freeway Suite 1050, Dallas, TX 75201August 3, 2005 - March 30, 2012
EFG CORPORATION
November 5, 2002 - February 4, 2003
KPMG INVESTMENT ADVISORS
October 3, 1996 - October 20, 2000
MERCER ALLIED COMPANY, L.P.
Primary Firm SEC Registration
EXENCIAL WEALTH ADVISORS
CRD#: 130475 / SEC#: 801-62789
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/27/2014)
Exams
Current Firm
EXENCIAL WEALTH ADVISORS
CRD#: 130475 / SEC#: 801-62789
Contact information
SEC notice filing (49 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 9,357 |
| AUM (Assets Under Management) | $ 5,301,377,514 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 | ||
| 08/27/2024 | ||
| 11/20/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
EXENCIAL WEALTH ADVISORS
CRD#: 130475Dallas, TX 75201TRUST BUT VERIFY
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