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Jerry Thomas Mayo

Mwa Financial Services Inc.

Leakesville, MS

CRD 8031148

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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
AL RA APPROVED 2026-05-20
MS RA APPROVED 2026-05-20
  • AL RA
    APPROVED
    Since 2026-05-20
  • MS RA
    APPROVED
    Since 2026-05-20

Branch Locations

Leakesville, MS • 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
Rowan Companies Inc Houston TX 08/2003 07/2020
Enviva Biomass Lucedale MS 02/2021 04/2023
Oleo-X Pascagoula MS 04/2023 06/2024
Modern Woodmen Of America Rock Island IL 09/2024 Present
Unemployed Louisville MS 07/2020 02/2021
Unemployed Lucedale MS 06/2024 09/2024
Mwa Financial Services Inc. Rock Island IL 01/2025 Present
  • 08/2003 → 07/2020
    Rowan Companies Inc
    Houston, TX
  • 02/2021 → 04/2023
    Enviva Biomass
    Lucedale, MS
  • 04/2023 → 06/2024
    Oleo-X
    Pascagoula, MS
  • 09/2024 → Present
    Modern Woodmen Of America
    Rock Island, IL
  • 07/2020 → 02/2021
    Unemployed
    Louisville, MS
  • 06/2024 → 09/2024
    Unemployed
    Lucedale, MS
  • 01/2025 → Present
    Mwa Financial Services Inc.
    Rock Island, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-15
S63 Uniform Securities Agent State Law Examination 2025-02-07
  • S65 Uniform Investment Adviser Law Examination
    2026-05-15
  • S63 Uniform Securities Agent State Law Examination
    2025-02-07
Other Names
  • Tommy Mayo
  • Jerry Thomas Mayo

View on SEC IAPD

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