Jerry Michael Felts

Current Employers

Employment History

• 02/2002 → 06/2024
  Securities America, Inc.
  Spokane, WA
• 03/2002 → 06/2024
  Securities America Advisors, Inc.
  Spokane, WA
• 01/1981 → Present
  Jerry Felts, Cfp
  Spokane, WA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Spokane, WA

Previous Registrations

• 2002-03-20 → 2024-06-14
  Securities America Advisors, Inc.
  Spokane, WA
  Spokane, WA
  Spokane Valley, WA

Other Businesses

1. CFP LIFE INSURANCE & ANNUITY SALES - AGENT - INVESTMENT RELATED - START DATE: 12/1988 - LOCATED AT 711 W INDIANA AVE, SUITE 101, SPOKANE, WA 99205 - 5% TIME SPENT 2. 711 WEST LLC POSITION: General Partner NATURE: I formed an LLC along with Lynn St. Louis to own the building that we both lease for our business operations. All offices are in sperate suites with separate alarms and keys. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2011 ADDRESS: 711 W Indiana Ave, #101, Spokane WA 99205, United States DESCRIPTION: See #1 above 3. Insurance Agent NATURE: CFP LIFE INSURANCE & ANNUITY SALES - AGENT - INVESTMENT RELATED - START DATE: 12/1988 - LOCATED AT 711 W INDIANA AVE SUITE 101 SPOKANE WA 99205 - 5% TIME SPENT INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/01/1980 ADDRESS: 711 W Indiana Ave., Ste 101, Spokane WA 99205, United States DESCRIPTION: Sales of term, whole life insurance and fixed annuities (non-indexed) 4. JERRY FELTS POSITION: Insurance Agent NATURE: CFP LIFE INSURANCE & ANNUITY SALES - AGENT - INVESTMENT RELATED - START DATE: 12/1988 - LOCATED AT 711 W INDIANA AVE SUITE 101 SPOKANE WA 99205 - 5% TIME SPENT INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 12/01/1980 ADDRESS: 711 W Indiana Ave., Ste 101, Spokane WA 99205, United States DESCRIPTION: Sales of term, whole life insurance and fixed annuities (non-indexed)

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-12-01

Designations