Jerry Lee Willis

Current Employers

Employment History

• 01/2007 → 01/2024
  Woodbury Financial Services
  Woodbury, MN
• 01/2024 → Present
  Osaic Wealth, Inc.
  Overland Park, KS

Previous Registrations

• 2013-01-15 → 2024-01-19
  Woodbury Financial Services, Inc.
  Overland Park, KS
  Overland Park, KS
  Overland Park, KS

Other Businesses

1) JERRY WILLIS INSURANCE; NON INV REL; 7381 WEST 133RD STREET SUITE 208 OVERLAND PARK, KS 66213; INSURANCE SALES; OWNER; 11-1-88; 0HR/MO; 40HR/MO; SALES OF FIXED LIFE, HEALTH, FIXED ANNUITY AND LTC. 2) WILLIS FINANCIAL SOLUTIUONS POSITION: Registered Rep or agent NATURE: Sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 11/01/1988 ADDRESS: 7381 West 133rd Street, Suite 208, Overland Park KS 66213, United States DESCRIPTION: selling fixed life insurance and annuities, and some medical insurance 3) JERRY WILLIS INSURANCE POSITION: sales NATURE: fixed insurance sales, life , health, fixed annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 48 SECURITIES TRADING HOURS: 20 START DATE: 11/01/1988 ADDRESS: 7381 West 133rd Street, Suite 208, Overland Park KS 66213, United States DESCRIPTION: sales and service 4) OLD FOUNDRY, LLC POSITION: investor NATURE: Real Estate Investment INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2005 ADDRESS: PO Box 426, Clinton MO 64735, United States DESCRIPTION: none

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-01-08
• S63 Uniform Securities Agent State Law Examination
  1992-10-16