Inactive

Jerrod R Summers

Stone Wall Financial

San Antonio, TX

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Current Employers

Stone Wall Financial

401 E. Sonterra Blvd Suite 375, San Antonio, TX 78258 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-10-02

TX RA
APPROVED

Since 2025-10-02

Branch Locations

401 E. Sonterra Blvd. Suite 375, San Antonio, TX 78258 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Usaa	San Antonio	TX	05/2010	07/2023
Stone Wall Financial Group Llc	San Antonio	TX	07/2023	Present

05/2010 → 07/2023

Usaa

San Antonio, TX
07/2023 → Present

Stone Wall Financial Group Llc

San Antonio, TX

Previous Registrations

2018-01-08 → 2020-07-08

Usaa Investment Services Company

San Antonio, TX
2010-06-03 → 2018-01-08

Usaa Financial Planning Services

San Antonio, TX
2008-05-02 → 2010-05-13

Thrivent Investment Management Inc.

Irving, TX

Houston, TX
2005-10-14 → 2008-03-27

Guardian Wealth Management, Llc

Friendswood, TX

Houston, TX
2003-05-23 → 2004-01-02

Lpl Financial Llc

Houston, TX
2001-02-23 → 2003-06-03

Ubs Financial Services Inc.

Kingwood, TX

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2010-09-27
S66	Uniform Combined State Law Examination	1998-02-27

S63 Uniform Securities Agent State Law Examination

2010-09-27
S66 Uniform Combined State Law Examination

1998-02-27

Designations

Other Names

Jerrod R Summers
Jerrod Ross Summers
Jerrod R Summers
J.R. Summers

View on SEC IAPD

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