Jerrod R. Summers
Professional summary
Jerrod R Summers, CFP®, who also goes by J.r. Summers, Jerrod Ross Summers, is a registered financial advisor currently at STONE WALL FINANCIAL located in San Antonio, Texas.
Jerrod is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Jerrod has worked at 9 firms and has passed the Series 63, Series 66, SIE, Series 7, Series 24, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jerrod R Summers's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2007
Experience
August 23, 2023 - Present
STONE WALL FINANCIAL
Office #1: 401 E. Sonterra Blvd. Suite 375, San Antonio, TX 78258January 8, 2018 - July 8, 2020
USAA INVESTMENT SERVICES COMPANY
June 3, 2010 - January 8, 2018
USAA FINANCIAL PLANNING SERVICES
June 3, 2010 - June 19, 2020
USAA FINANCIAL ADVISORS, INC.
May 2, 2008 - May 13, 2010
THRIVENT INVESTMENT MANAGEMENT INC.
May 2, 2008 - May 13, 2010
THRIVENT INVESTMENT MANAGEMENT INC.
October 14, 2005 - March 27, 2008
GUARDIAN WEALTH MANAGEMENT, LLC
May 23, 2003 - January 2, 2004
LPL FINANCIAL LLC
May 23, 2003 - January 2, 2004
LPL FINANCIAL LLC
February 23, 2001 - June 3, 2003
UBS FINANCIAL SERVICES INC.
February 23, 2001 - June 3, 2003
UBS FINANCIAL SERVICES INC.
February 5, 1998 - February 28, 2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/23/2023)
Exams
Current Firm
STONE WALL FINANCIAL
CRD#: 327726 / SEC#: 801-130703
Contact information
Regulatory assets under management
| Total Number of Accounts | 4 |
| AUM (Assets Under Management) | $ 2,000,000 |
Red Flags
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