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Jerry Thomas Mayo

Investment adviser representative at Mwa Financial Services, Inc.
23 yearsExperience
3 statesRegistered in
$640MFirm assets
10 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 assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

23 years in the industry.

  1. Mwa Financial Services Inc.Jan 2025 to now
  2. Modern Woodmen of AmericaSep 2024 to now
  3. UnemployedJun 2024 to Sep 2024
  4. Oleo-xApr 2023 to Jun 2024
  5. Enviva BiomassFeb 2021 to Apr 2023
  6. UnemployedJul 2020 to Feb 2021
  7. Rowan Companies IncAug 2003 to Jul 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law2025
  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 3 states (AL, MS, TX).

Mwa Financial Services, Inc.

$640MAssets managed
2,012Clients
213Advisers
10 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
8031148
Firm CRD
112630
Advisor's SEC record (opens in a new tab)
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