JP
Jerry H. Purvis
MARIPAU WEALTH MANAGEMENT LLC
Peachtree City, GA 30269
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CRD#: 8000613
JP
Professional summary
Jerry Homer Purvis Jr is a registered financial advisor currently at MARIPAU WEALTH MANAGEMENT LLC located in Peachtree City, Georgia.
Jerry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Jerry has worked at 1 firm and has passed the Series 65 exam.
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.
1) GEICO Insurance Company. Full time employee. This is an automobile insurance company and is not investment related. I work full time as an Injury Claims Examiner. 4295 Ocmulgee East Blvd, Macon, GA 31296. Start date 6/1998. 160 hours per month spent on this activity, most during securities trading hours. Duties - Injury Claims Examiner. 2) Melton & Company. I hold an insurance license for life and annuity business through this company. 403 Westpark Ct., Suite 210, Peachtree City, GA 30269. The insurance activity is not investment related. Start date 4/2022. 64 hours per month spent on this activity, most during securities trading hours. Duties - Offer insurance products to clients and prospective clients.
CRS (Client Relationship Summary) - RIA
Click below to view Jerry Homer Purvis 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®
NoneExperience
Current
October 30, 2024 - Present
MARIPAU WEALTH MANAGEMENT LLC
Office #1: 403 Westpark Ct., Suite 210, Peachtree City, GA 30269RIA
CRD#: 311934
Peachtree City, GA
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".
MW
MARIPAU WEALTH MANAGEMENT LLC
ABRAHAMSEN FINANCIAL GROUP | TRUE CLASSIC WEALTH | STEINHANDLER WEALTH ADVISORS | RUTKOWSKI FINANCIAL | RCS WEALTH MANAGEMENT | PARCO WEALTH MANAGEMENT | MELTON & COMPANY | MARIPAU WEALTH MANAGEMENT LLC | LIBERTY ADVISORY GROUP | JIM SLOAN & ASSOCIATES | HORAK LEGACY GROUP | DREAM BUILDERS FINANCIAL SERVICES | CONVERGENCE WEALTH PARTNERS | COLLIER FINANCIAL | APEX WEALTH
CRD#: 311934 / SEC#: 801-120262
RIA
Registered Investment Advisory firm - (2/3/2021 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
Georgia(10/30/2024)
Current Firm
MW
MARIPAU WEALTH MANAGEMENT LLC
ABRAHAMSEN FINANCIAL GROUP | TRUE CLASSIC WEALTH | STEINHANDLER WEALTH ADVISORS | RUTKOWSKI FINANCIAL | RCS WEALTH MANAGEMENT | PARCO WEALTH MANAGEMENT | MELTON & COMPANY | MARIPAU WEALTH MANAGEMENT LLC | LIBERTY ADVISORY GROUP | JIM SLOAN & ASSOCIATES | HORAK LEGACY GROUP | DREAM BUILDERS FINANCIAL SERVICES | CONVERGENCE WEALTH PARTNERS | COLLIER FINANCIAL | APEX WEALTH
CRD#: 311934 / SEC#: 801-120262
RIA
Registered Investment Advisory firm - (2/3/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4509 Maplecrest Road, Fort Wayne, IN 46835
Mailing Address
Phone number
(260) 493-3930
Established
Firm type
Fiscal year end
# of Employees
21
SEC notice filing (20 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,398 |
| AUM (Assets Under Management) | $ 296,116,147 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
