Jerry Sylvester

OXFORD WEALTH GROUP

Orlando, FL 32801

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CRD#: 6592219

Professional summary

Jerry Sylvester is a registered financial advisor currently at OXFORD WEALTH GROUP, LLC located in Orlando, Florida.

Jerry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Jerry has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

INDEPENDENT INSURANCE AGENT; INVESTMENT RELATED; TAMPA, FL; INSURANCE SALES (LIFE, ACCIDENT, HEALTH & ANNUITIES); INSURANCE AGENT; START: 11/2023; 40 HRS/WK DURING TRADING RENTAL PROPERTY; NON-INVESTMENT RELATED; AUBURN, NY; PART OWNER; START DATE: 01/18/2017; 5 HRS/WK DURING NON-TRADING HOURS VESTLER CAPITAL, LLC; NON-INVESTMENT RELATED; AUBURN, NY; BUY AND HOLDS RENTAL PROPERTY; START DATE: 01/01/2022; 5 HRS/WK DURING NON-TRADING HOURS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jerry Sylvester's CRS (Customer Relationship Summary).

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®

None

Experience

Current

June 13, 2025 - Present

OXFORD WEALTH GROUP, LLC

Office #1: 111 N. Orange Avenue Suite 775, Orlando, FL 32801

RIA

CRD#: 319561

Orlando, FL

Past

January 26, 2024 - May 14, 2025

WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY

RIA

CRD#: 206518

TAMPA, FL

Past

March 9, 2020 - November 15, 2023

PARK AVENUE SECURITIES LLC

CRD#: 46173

MELVILLE, NY

Past

May 18, 2017 - October 23, 2019

EQUITABLE ADVISORS, LLC

CRD#: 6627

SYRACUSE, NY

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".

OXFORD WEALTH GROUP, LLC

CRD#: 319561 / SEC#: 801-124718

RIA

Registered Investment Advisory firm - (4/22/2022 Approved)

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

Florida
(6/13/2025)

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: 8/22/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/16/2017

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/18/2017

General Securities Representative Examination

Current Firm

OXFORD WEALTH GROUP, LLC

CRD#: 319561 / SEC#: 801-124718

RIA

Registered Investment Advisory firm - (4/22/2022 Approved)

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Contact information

Main Address

111 N. Orange Avenue Suite 775, Orlando, FL 32801

Mailing Address

Phone number

(407) 495-2004

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

OXFORD WEALTH ADV PART 2A 03-12-2025 (3/12/2025)

Regulatory assets under management

Total Number of Accounts	1,456
AUM (Assets Under Management)	$ 235,855,871

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 Sylvester

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jerry Sylvester's CRS (Customer Relationship Summary).

Certified licenses

Experience

WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY

PARK AVENUE SECURITIES LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

OXFORD WEALTH GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/22/2023

Series 63

Date: 6/16/2017

SIE

Date: 10/1/2018

Series 7

Date: 5/18/2017

Current Firm

OXFORD WEALTH GROUP, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

OXFORD WEALTH GROUP, LLC

TRUST BUT VERIFY

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