Jerry Abbitt, financial advisor Scottsdale AZ

Jerry Abbitt

CRD Number: 5338348
Current Firm: Primerica Advisors

Jerry Abbitt (CRD# 5338348) is an Investment Advisor Representative working at Primerica Advisors in Scottsdale, AZ and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Northwest Christian School Phoenix, AZ Sep 2016 - Current 7
Pfs Investments Inc. Scottsdale, AZ May 2007 - Current 16
Primerica Financial Services Scottsdale, AZ May 2006 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2007
S65 NASAA Investment Advisors Law Examination Mar 2011
Contact Info for Jerry W. Abbitt
Phone Number: 833-786-0550
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    7,088
    MILLIONS
  • Total Number of Accounts
    56,552
    ACCOUNTS
  • Average Account Value
    $125,337
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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