JP
JP

Jerry Homer Purvis

1 Year of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
1,146 clients
Average Client Portfolio
$258K average
Assets Under Management
$296.1M

Fee Structure

Financial Planning:Included in AUM fee
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Location

4509 Maplecrest Road, Fort Wayne, IN, 46835

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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 works full-time as an Injury Claims Examiner for GEICO Insurance Company since 1998. He also holds an insurance license through Melton & Company since 2022, offering life and annuity products to clients and prospective clients, dedicating about 40% of his time to this activity.

Employment History
Current Registrations
Maripau Wealth Management LLC
October 2024 - Present · 1 yr 4 mos
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.