JF

Jerry W. Firebaugh

WAYNEFIREBAUGH
ROANOKE, VA 24011
Some features on this profile are disabled
CRD#: 2872758
JF

Professional summary


Jerry Wayne Firebaugh JR, CFP®, who also goes by Jerry W Jr Firebaugh, is a registered financial advisor currently at WAYNEFIREBAUGH, INC. located in Roanoke, Virginia.

Jerry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Jerry has worked at 5 firms and has passed the Series 65, Series 63, Series 7, Series 6, Series 51 and Series 24 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Jerry W Jr Firebaugh

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.

CRS (Client Relationship Summary) - RIA


Click below to view Jerry Wayne Firebaugh 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®

Experience


Current

February 6, 2006 - Present

WAYNEFIREBAUGH, INC.

Office #1: 111 W. Campbell Avenue, Sw Suite 1b, Roanoke, VA 24011
RIA
CRD#: 138731
ROANOKE, VA
Past

December 15, 2004 - February 6, 2006

GENEOS WEALTH MANAGEMENT, INC.

RIA
CRD#: 120894
ROANOKE, VA
Past

December 14, 2004 - February 6, 2006

GENEOS WEALTH MANAGEMENT, INC.

BD
CRD#: 120894
ENGLEWOOD, CO
Past

December 2, 1999 - December 15, 2004

CAMBRIDGE INVESTMENT RESEARCH, INC.

RIA
CRD#: 39543
ROANOKE, VA
Past

November 15, 1999 - December 15, 2004

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
FAIRFIELD, IA
Past

April 21, 1997 - May 1, 1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 5181
BOSTON, MA
Past

April 21, 1997 - December 14, 1999

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA

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
Georgia
(4/1/2022)
IAR
Virginia
(2/6/2006)

Exams


State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/24/1999
General Securities Principal Examination

Current Firm


WI
WAYNEFIREBAUGH, INC.
WAYNEFIREBAUGH, INC.

CRD#: 138731 / SEC#:

Georgia
Registered Investment Advisory firm - (4/1/2022 Approved)
Illinois
Registered Investment Advisory firm - (12/31/2009 Terminated)
Virginia
Registered Investment Advisory firm - (1/13/2006 Approved)
West Virginia
Registered Investment Advisory firm - (12/18/2009 Terminated)
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Contact information


Main Address
111 Campbell Avenue, Sw Suite 1b, Roanoke, VA 24011
Mailing Address
Phone number
(540) 366-5800
Established
Firm type
Fiscal year end
# of Employees
3

Regulatory assets under management


Total Number of Accounts405
AUM (Assets Under Management)$ 90,024,228

Red Flags


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Company Information


WAYNEFIREBAUGH, INC.

CRD#: 138731Roanoke, VA 24011

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