Jerry R Madrid
Investment adviser representative at Madrid Retirement Advisors
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$184.2MFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Madrid Retirement AdvisorsFeb 2015 to now
- Madrid Financial ServicesJan 2015 to now
- LPL Financial LLCJul 2009 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Madrid Retirement Advisors
Legal name: Madrid Financial Services, Inc.
$184.2MAssets managed
244Clients
2Advisers
Under 1 yearIn 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
- 4617455
- Firm CRD
- 172464