Advisor at Trust Advisory Group Ltd
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Trust Advisory Group Ltd
Location
Tybee Island, GA
Credentials
Series 63, Series 65
Industry experience
47 years
Jerry Stuber is a financial advisor at Trust Advisory Group Ltd with 47 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Source Capital Group and AGES Financial Services, Ltd. Outside of his advisory role, he manages a rental property in Savannah, GA. Trust Advisory Group Ltd serves individual and high-net-worth clients as well as pension and retirement plan sponsors, offering portfolio management, financial planning, and consulting through a team of about 30 advisors. The firm employs a range of investment strategies including proprietary models, manager-of-managers options, and third-party platforms.
Based on Trust Advisory Group Ltd
Based on Trust Advisory Group Ltd
Up to $5,000 fixed fee for Financial Planning; up to $10,000 fixed fee for Financial Consulting projects.
Up to $500 per hour for financial planning or consulting services.
Account minimum: $25,000 Minimum fee: Minimum Management Fee of 0.10% or $200, whichever is greater, per year per Advisory Account opened with SSI or Schwab ACS; $300 minimum for Unified Managed Accounts (UMA).
Tybee Island, GA
Georgia
StoneX Securities Inc
2024 - Present (2 years)
Trust Advisory Group Ltd
2017 - Present (9 years)
AGES Financial Services, Ltd.
2017 - 2024 (7 years)
Source Capital Group
2006 - 2017 (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Savannah, GA
Upland Capital Management, LLC
Series 63, Series 65
Savannah, GA
Tidewater Wealth Advisors
Series 65
Savannah, GA
Constant CashFlow, LLC
CFA®, Series 63
Savannah, GA
VDB Wealth
Series 63, Series 65
Tybee Island, GA
Walker & Associates
CFP®, ChFC®, Series 63
Savannah, GA
KCG Investment Advisory Services LLC
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