Jerry Dale Thurman
Investment adviser representative at Vista Investment Partners LLC
15 yearsExperience
1 stateRegistered in
$610.6MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Vista Investment Partners, LLCJul 2022 to now
- Oklahoma's Credit UnionFeb 2021 to Jun 2022
- Chesapeake EnergyMay 2011 to Feb 2021
Exams passed
- Series 66 · Uniform Combined State Law2008
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (OK).
Vista Investment Partners LLC
$610.6MAssets managed
479Clients
6Advisers
9 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
- 4671474
- Firm CRD
- 286014