Inactive

Derek Edward Jerger

Symphony Wealth Management

Claim This Profile

Current Employers

Symphony Wealth Management

Tampa, FL • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-04-27

TX RA
APPROVED

Since 2022-04-27

Branch Locations

Tampa, FL • 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
Symphony Wealth Management	Tampa	FL	08/2016	Present

08/2016 → Present

Symphony Wealth Management

Tampa, FL

Previous Registrations

2016-08-15 → 2021-12-31

Symphony Wealth Management

Tampa, FL
2016-08-15 → 2019-12-31

Symphony Wealth Management

Tampa, FL
2016-08-11 → 2016-12-31

Symphony Wealth Management

Madeira Beach, FL

Tampa, FL
2015-09-11 → 2016-08-04

Cetera Investment Advisers Llc

Seminole, FL
2015-01-02 → 2015-09-02

Intl Advisory Consultants Inc.

Largo, FL
2012-03-23 → 2014-09-08

Lpl Financial Llc

Tampa, FL

Wesley Chapel, FL

Palm Harbor, FL

Sun City, FL

Sun City Center, FL

New Port Richey, FL

Birmingham, AL

Clearwater, FL

Sarasota, FL

Bradenton, FL

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2010-11-19
S63	Uniform Securities Agent State Law Examination	1995-08-04

S65 Uniform Investment Adviser Law Examination

2010-11-19
S63 Uniform Securities Agent State Law Examination

1995-08-04

Other Names

Derek Edward Jerger
Derek E Jerger

View on SEC IAPD

More in Tampa, FL

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor