Jerry Toombs is a registered investment advisor at Connect Financial Advisors, based in Logan, UT, with 33 years of industry experience. Jerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 518 clients with $67M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Connect Financial Advisors charges a fee based on the value of your portfolio. The exact fee is negotiated with each client and falls within a range of 0.50% to 2.00% per year. The fee is calculated and charged monthly in advance. The factors used to determine the advisory fee include the number of accounts, the size of the relationship, whether the account is actively or passively managed, and the frequency of reviews.
Location
181 E 1600 N, Logan, UT, 84341
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jerry is involved in several business activities, including farming, owning Summit Group Wealth Advisors (DBA for insurance, securities, and RIA business), and managing various LLCs and properties. He also serves as VP Administration for Boy Scouts of America, overseeing risk and insurance.
Employment History
Current Registrations
Connect Financial Advisors
Previous Registrations
Dfpg Investments, LLC
Dfpg Investments, LLCBroker
United Planners' Financial Services of America a Limited PartnerBroker
Ars Investment Advisors, INC.
Allegis Investment Advisors, LLC
Allegis Investment Services, LLCBroker
Signator Financial Services, INC.Broker
Signator Financial Services, INC.
Insphere Securities, INC.
Insphere Securities, INC.Broker
Allegis Advisors, INC.
Esi Financial Advisors
Equity Services, INC.Broker
Jefferson Pilot Securities CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.