Jerry Edward Guido
Investment adviser representative at Northwest Financial Advisors LLC
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.2BFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Nw Insurance Agency LLCMay 2017 to now
- Northwest Financial Advisors LLCAug 2015 to now
- LPL Financial, LLCAug 2015 to now
- Northwest Financial Group, LLCAug 2015 to now
- Accounting/cpa/tax PreparatonApr 2011 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (VA).
Northwest Financial Advisors LLC
$1.2BAssets managed
1,915Clients
20Advisers
13 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
- 5456403
- Firm CRD
- 166769