Unclaimed Profile

Jerry Dean Shobe

SILVER OAK SECURITIES INCORPORATED·JACKSON, Tennessee

SIE, Series 6, Series 26, Series 63Clean recordSILVER OAK SECURITIES INCORPORATED

403 N. PARKWAY, JACKSON, TN 38305CRD# 1422209Firm CRD# 46947

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jerry Dean Shobe · JACKSON, TN

Registration

CRD #1422209 · SILVER OAK SECURITIES INCORPORATED

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 26

Series 63

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SILVER OAK SECURITIES INCORPORATED

CRD 46947 · SEC 801-71178

AUM

$1.5B

Regulatory assets under management

Employees

105

10,311 client accounts

Services offered by SILVER OAK SECURITIES INCORPORATED

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SILVER OAK SECURITIES INCORPORATED →

Introduction

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Frequently Asked Questions

What services does Jerry Dean Shobe offer?

Jerry Dean Shobe specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in JACKSON, Tennessee for a consultation.

What are Jerry Dean Shobe's credentials?

Jerry Dean Shobe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jerry Dean Shobe located?

Jerry Dean Shobe is based in JACKSON, Tennessee, working with SILVER OAK SECURITIES INCORPORATED. Their office serves clients in the JACKSON metropolitan area and surrounding communities.

How does Jerry Dean Shobe charge for services?

Jerry Dean Shobe's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SILVER OAK SECURITIES INCORPORATED?

SILVER OAK SECURITIES INCORPORATED has approximately 105 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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