Unclaimed Profile

Jerry David Tanner

TANNER CAPITAL MANAGEMENT, LLC·PROVO, Utah

SIE, Series 3, Series 7, Series 24, Series 31, Series 51, Series 63, Series 65ChFCClean record28 years registeredTANNER CAPITAL MANAGEMENT, LLC

3610 N. UNIVERSITY AVENUE, PROVO, UT 84604-4473CRD# 1409284Firm CRD# 123497

Profile Verification

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

Identity

Jerry David Tanner · PROVO, UT

Registration

CRD #1409284 · TANNER CAPITAL MANAGEMENT, LLC · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TANNER CAPITAL MANAGEMENT, LLC

RAYMOND JAMES & ASSOCIATES, INC.

Jul 2024 – Jul 2026

Provo, UT

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jun 2020 – Jul 2024

Provo, UT

TANNER CAPITAL MANAGEMENT, LLC

Nov 1997 – Jun 2020

PROVO, UT

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 24

Series 31

Series 51

Series 63

Series 65

Registration record

First registered · November 20, 1997

Years registered · 28

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TANNER CAPITAL MANAGEMENT, LLC

CRD 123497 · SEC 801-64348

AUM

$379M

Regulatory assets under management

Employees

300 client accounts

Services offered by TANNER CAPITAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

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 TANNER CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Jerry David Tanner offer?

Jerry David Tanner specializes in Financial Planning, Investment Management.

What are Jerry David Tanner's credentials?

Jerry David Tanner holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jerry David Tanner located?

Jerry David Tanner is based in PROVO, Utah, last registered with TANNER CAPITAL MANAGEMENT, LLC.

How does Jerry David Tanner charge for services?

Jerry David Tanner'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 TANNER CAPITAL MANAGEMENT, LLC?

TANNER CAPITAL MANAGEMENT, LLC has approximately 7 employees and manages $379M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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