Jeris Burns Gaston

Employer firm

Savant Wealth Management CRD 107271

$55.6B regulatory AUM 170 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2012 → 09/2018
  Lpl Financial, Llc
  Birmingham, AL
• 08/2012 → 11/2023
  Bridgeworth, Llc Dba Bridgeworth Wealth Management
  Birmingham, AL
• 12/2023 → Present
  Savant Wealth Management
  Rockford, IL

Previous Registrations

• 2012-08-16 → 2024-03-19
  Bridgeworth Wealth Management
  Birmingham, AL
  Birmingham, AL
• 2012-09-11 → 2012-10-29
  Lpl Financial Llc
  Birmingham, AL
• 2007-04-11 → 2012-08-16
  Ameriprise Financial Services, Llc
  Birmingham, AL

Exams

• S66 Uniform Combined State Law Examination
  2007-03-15

Designations

• Certified Financial Planner

Other Names

• Jeris Morgan Burns
• Jeris Morgan Burns Gaston