Jerry David Tanner

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1989 → 07/2024
  Raymond James Financial Services, Inc.
  Provo, UT
• 01/1997 → 06/2020
  Tanner Capital Management, Llc
  Provo, UT
• 06/2020 → 07/2024
  Raymond James Financial Services Advisors, Inc.
  Provo, UT
• 07/2024 → Present
  Raymond James & Associates, Inc.
  Provo, UT

Previous Registrations

• 2020-06-30 → 2024-07-05
  Raymond James Financial Services Advisors, Inc
  Provo, UT
• 1997-11-20 → 2020-06-30
  Tanner Capital Management, Llc
  Provo, UT

Other Businesses

(1)Name of Business: Blue Heron Partners, Ltd Address: 750 S. Nebo Circle, Woodland Hills, UT, 84653, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 01/01/2004 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: See OBA for Blue Heron Partners (2)Name of Business: Blue Heron Partners, Ltd Address: 750 S. Nebo Circle, Woodland Hills, UT, 84653, United States Activity Type: Business Owner Position/Title: Partner Investment Related: Yes Start Date: 02/27/1996 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is a family limited partnership formed for the purpose of holding investments. I serve as a General Partner and also hold a limited partnership interest. (3)Name of Business: Desert Solitaire, LLC Address: 750 S. Nebo Circle, Woodland Hills, UT, 84653, United States Activity Type: Business Owner Position/Title: Other Investment Related: Yes Start Date: 03/21/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Manager of the LLC. This LLC was formed to own and operate a single family vacation home with a partner. My role as the manager is coordinate on payment of all operating expenses and to otherwise manage the care and maintenance of the property. (4)Name of Business: Desert Solitaire, LLC Address: 750 S. Nebo Circle, Woodland Hills, UT, 84653, United States Activity Type: Business Owner Position/Title: Partner, Owner/Proprietor Investment Related: No Start Date: 03/01/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This entity was formed for the purpose of managing the ownership of a single vacation home. Partners in the LLC will be me, my wife, and another couple as described below. I will be the manager of the LLC and will be responsible for acquiring the property and disbursing funds for the maintenance and upkeep of the property (5)Name of Business: NextPhase Ventures, LLC / Mooyah Burger Address: 750 S. Nebo Circle, Woodland Hills, UT, 84653, United States Activity Type: Business Owner Position/Title: Partner Investment Related: Yes Start Date: 12/28/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 25% Owner in LLC that owns restaurant franchises (6)Name of Business: Tanner Capital Management, LLC dba Tanner Investment Partners Address: 3610 N University Ave Ste 350, Provo, UT, 84604-4473, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 07/01/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This LLC was the support company for my business while I was affiliated with RJFS. We held our name out to the public as Tanner Investment Partners. As of July 1, 2024 when I joined RJA we no longer us that name or hold it out to the public. This entity was used to pay my employees and operating expense as an independent advisor affiliated with RJFS. As of July 1, 2024 there is no revenue coming from RJFS. There is a need to maintain the entity for my long-term tax planning

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-02-24
• S63 Uniform Securities Agent State Law Examination
  1986-06-23

Designations

• Chartered Financial Consultant

Other Names

• J David Tanner
• David Tanner
• Dave Tanner