Jerry Paul Hurt
Investment adviser representative at Mutual of Omaha Investor Services, Inc.
12 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$32MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Mutual of Omaha Investor Services, Inc.Jan 2018 to now
- Mutual of OmahaJan 2018 to now
- Ozark ChartersMay 2014 to now
- Foundational Financial Partners, LLCMay 2016 to Nov 2017
- Creative OneSep 2015 to Dec 2017
- Tax Favored BenefitsAug 2015 to Nov 2017
- Ameritas Investment CorpAug 2015 to May 2017
- Ameritas Life Insurance CorpApr 2015 to Dec 2017
- Business ConsultantFeb 2014 to Dec 2017
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 2 states (AZ, NE).
Mutual of Omaha Investor Services, Inc.
$32MAssets managed
7,025Clients
280Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2139646
- Firm CRD
- 611