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Jerry Wayne Averett

Mwa Financial Services Inc.

Tupelo, MS

CRD 6019498

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Employer firm

Mwa Financial Services Inc. CRD 112630

$640M regulatory AUM 51 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Mwa Financial Services Inc.

1701 1St Avenue, Rock Island, IL 61201 • United States

Current Registrations

AuthorityCategoryStatusDate
MS RA APPROVED 2024-07-19
  • MS RA
    APPROVED
    Since 2024-07-19

Branch Locations

704 N Gloster Street Suite 2C, Tupelo, MS 38804 • 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
OrganizationCityStateFromTo
Modern Woodmen Of America Rock Island IL 06/2011 Present
Mwa Financial Services Inc. Rock Island IL 01/2012 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-02
S63 Uniform Securities Agent State Law Examination 2012-03-09
  • S66 Uniform Combined State Law Examination
    2024-07-02
  • S63 Uniform Securities Agent State Law Examination
    2012-03-09
Other Names
  • Wayne Averett

View on SEC IAPD

Nearby Firms

ADDICUS ADVISORY, LLC
HAIRE WEALTH MANAGEMENT, INC.
LPL FINANCIAL LLC

Nearby Investors

STEPHEN DAVIS MILES
Samuel Hardage Webb
ROBIN WILLIAM HAIRE

Nearby Offices

ADDICUS ADVISORY, LLC · TUPELO, MS
HAIRE WEALTH MANAGEMENT, INC. · TUPELO, MS
LPL FINANCIAL LLC · TUPELO, MS

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