JT
Jerry Thurman
from Vista Investment Partners LLC
Jerry Thurman is a financial advisor based in Oklahoma, Oklahoma City,
with 16 years of experience. Jerry currently works for
Vista Investment Partners LLC.
Jerry maintains the following licenses: S66 (Uniform Combined State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Jerry Thurman works at Vista Investment Partners LLC
Vista Investment Partners LLC is a financial advisory firm based in Oklahoma City, Oklahoma. It currently has approximately $705,878,735 of assets under management and employs about 9 people. Vista Investment Partners LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Uniform Investment Adviser Law Examination (S65)
Years registered
4 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
5601 North Classen Boulevard, Suite 101, Oklahoma City, Oklahoma, 73118
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