Jerry Lynn Toney

Current Employers

Employment History

• 06/2007 → Present
  Cadence Bank
  Starkville, MS
• 02/2012 → Present
  Lpl Financial, Llc
  Starkville, MS

Previous Registrations

• 2010-07-21 → 2012-02-23
  Invest Financial Corporation
  Appleton, WI
  Starkville, MS
  Maben, MS
  Philadelphia, MS
  West Point, MS

Other Businesses

1. 09/28/2012 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Cadence Investment Services - INV REL - AT REPORTED LOCATION(S) 2. 01/22/2013 - Cadence Bank - INV REL - Financial Institution Duty - 30% TIME SPENT - Business Development- FIS Affiliation 3. 01/22/2013 - Cadence Investment Services - INV REL - Non-Variable Insurance - 20% TIME SPENT - Life, Health, DI, Fixed Annuities 4. 01/23/2013 - Iron Point Capital Management - INV REL - Business Entity For Tax/Investment Purposes Only - Holding Company for interest in G.T. Properties, LLC 5. 09/01/2022 - Six Point One LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Member Manager - Start Date - 07/28/2022 - 1 Hours Per Month/1 Hours During Securities Trading 6. 09/28/2022 - West Side Funds - Not Investment Related - Remote - For-Profit Board Member - Start Date - 07/28/2022 - 1 Hours Per Month/1 Hours During Securities Trading 7. 02/08/2024 - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 05/30/2023 - 1 Hour Per Month/ During Trading 8. 01/07/2026 - Thirty Five Holdings LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - Home Based - Start Date 01/06/2026 - 2 hours per month/ 0 hours during trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-05-13

Designations

Other Names

• Jerry L Toney