Jerry He
Investment adviser representative at Allworth Financial, L.P.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$33.6BFirm assets
Are you Jerry He? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
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
10 years in the industry.
- Allworth Financial, L.P.Jun 2024 to now
- Aw SecuritiesJun 2024 to now
- Kestra Advisory Services LLCMay 2024 to Jun 2024
- Kestra Investment Services, LLCMay 2024 to Jun 2024
- Zhang Financial LLCFeb 2022 to Apr 2024
- Trinity Wealth SecuritiesOct 2021 to Jan 2022
- Florida Financial Advisors (dba Tristate Financial Advisors)Jul 2021 to Jan 2022
- New BalletNov 2019 to Jul 2021
- WhyyJul 2019 to Oct 2019
- UnemployedAug 2018 to Jun 2019
- University of PennsylvaniaJul 2014 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
Allworth Financial, L.P.
$33.6BAssets managed
29,297Clients
319Advisers
19 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
- 7408388
- Firm CRD
- 111167