Jerry Dean Killion

First Western Securities, INC.

38 Years of Experience

BrokerSells Insurance

View SEC Summary

Areas of Practice

Investment Management

First Western Securities, INC.

Compensation

Fee-Only (AUM)

Firm Size

6 advisors

Number of Clients

31 clients

Average Client Portfolio

$1.3M average

Assets Under Management

$39.9M

Location

2817 74th, Lubbock, TX, 79423

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Jerry is an independent insurance agent for Employee Benefits Associates. This takes nearly full-time hours and is not investment related.

Employment History

Current Registrations

First Western Securities, INC.

October 2010 - Present · 15 yrs 4 mos

First Western Securities, INC.

July 2010 - Present · 15 yrs 7 mos

First Western Securities, INC.Broker

July 2010 - Present · 15 yrs 7 mos

Previous Registrations

Lincoln Financial Securities CorporationBroker

January 2008 - May 2010 · 2 yrs 4 mos

F & S Asset Management Group, INC.

January 2008 - November 2010 · 2 yrs 10 mos

Capital Analysts, Incorporated

March 2004 - December 2007 · 3 yrs 9 mos

Capital Analysts, IncorporatedBroker

January 2004 - December 2007 · 3 yrs 11 mos

Washington Square Securities, INC.

May 2001 - January 2004 · 2 yrs 8 mos

Washington Square Securities, INC.Broker

May 2001 - January 2004 · 2 yrs 8 mos

Woodbury Financial Services, INC.Broker

October 1992 - May 2001 · 8 yrs 7 mos

MML Investors Services, INC.Broker

March 1987 - October 1992 · 5 yrs 7 mos

State Registrations2 states

OKTX

AdvisorBrokerBoth

Exams

No exam information available for this advisor.