JT
JT

Jerry Marlin Toombs

32 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningInsurance PlanningEstate PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
496 clients
Average Client Portfolio
$118K average
Assets Under Management
$58.6M

Fee Structure

Minimum Investment:None
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Location

181 E 1600 N, Logan, UT, 84341

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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.

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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
August 2022 - Present · 3 yrs 6 mos
Previous Registrations
Dfpg Investments, LLC
February 2021 - August 2022 · 1 yr 6 mos
Dfpg Investments, LLCBroker
February 2021 - August 2022 · 1 yr 6 mos
United Planners' Financial Services of America a Limited PartnerBroker
March 2019 - February 2021 · 1 yr 11 mos
Ars Investment Advisors, INC.
June 2018 - February 2021 · 2 yrs 8 mos
Allegis Investment Advisors, LLC
August 2014 - June 2018 · 3 yrs 10 mos
Allegis Investment Services, LLCBroker
May 2014 - April 2019 · 4 yrs 11 mos
Signator Financial Services, INC.Broker
August 2010 - August 2014 · 4 yrs
Signator Financial Services, INC.
August 2010 - August 2014 · 4 yrs
Insphere Securities, INC.
October 2007 - August 2010 · 2 yrs 10 mos
Insphere Securities, INC.Broker
July 2007 - August 2010 · 3 yrs 1 mo
Allegis Advisors, INC.
June 2006 - October 2007 · 1 yr 4 mos
Esi Financial Advisors
July 2002 - June 2006 · 3 yrs 11 mos
Equity Services, INC.Broker
March 2002 - August 2007 · 5 yrs 5 mos
Jefferson Pilot Securities CorporationBroker
February 1993 - March 2002 · 9 yrs 1 mo
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.
Jerry Marlin Toombs - Financial Advisor | TrueAdvisor