Jerico Rom B. Maddela
Professional summary
Jerico Rom Bernardo Maddela, who also goes by J.r. Maddela, Jerico Maddela, is a registered financial advisor currently at TCI WEALTH ADVISORS, INC. located in Tucson, Arizona.
Jerico Rom is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Jerico Rom has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jerico Rom Bernardo Maddela's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 20, 2024 - Present
TCI WEALTH ADVISORS, INC.
Office #1: 4011 East Sunrise Drive, Tucson, AZ 85718February 5, 2016 - December 20, 2023
CHARLES SCHWAB & CO., INC.
April 11, 2014 - December 20, 2023
CHARLES SCHWAB & CO., INC.
October 1, 2007 - November 25, 2013
VANGUARD MARKETING CORPORATION
Primary Firm SEC Registration
TCI WEALTH ADVISORS, INC.
CRD#: 107373 / SEC#: 801-37083
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/20/2024)
Exams
Current Firm
TCI WEALTH ADVISORS, INC.
CRD#: 107373 / SEC#: 801-37083
Contact information
SEC notice filing (38 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 11,010 |
| AUM (Assets Under Management) | $ 4,527,183,704 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/08/2025 | ||
| 08/23/2024 | ||
| 10/30/2023 | ||
| 12/22/2022 |
Red Flags
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