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Jerry David Tanner

TANNER CAPITAL MANAGEMENT, LLC·PROVO, Utah
Unclaimed Profile
3610 N. UNIVERSITY AVENUE, PROVO, UT 84604-4473CRD# 1409284Firm CRD# 123497
01

About

Jerry David Tanner is a registered financial advisor based in PROVO, Utah, affiliated with TANNER CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
TANNER CAPITAL MANAGEMENT, LLC
TANNER CAPITAL MANAGEMENT, LLC
AUM
$379M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at TANNER CAPITAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1409284
Firm CRD# 123497
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jerry David Tanner offer?
Jerry David Tanner specializes in Financial Planning, Investment Management. Contact their office in PROVO, Utah for a consultation.
What are Jerry David Tanner's credentials?
Jerry David Tanner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jerry David Tanner located?
Jerry David Tanner is based in PROVO, Utah, working with TANNER CAPITAL MANAGEMENT, LLC. Their office serves clients in the PROVO metropolitan area and surrounding communities.
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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Nearby cities in Utah
SALT LAKE CITY (358)LEHI (82)PARK CITY (60)DRAPER (54)SANDY (44)
City Guides
SALT LAKE CITY GuideLEHI GuidePARK CITY GuideDRAPER GuideSANDY Guide
Research
Advisor Fees in UtahNational Fee Analysis
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