| Welcome to the Website of Jerry Felts, CFP |
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| Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. |
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| A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the states broker/dealer, investment adviser, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the states broker/dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion. |
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| This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. |
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| Investments products and services available only to residents of : Alabama (AL), Arizona (AZ), California (CA), Colorado (CO), Florida (FL), Georgia (GA), Hawaii (HI), Idaho (ID), Illinois (IL), Indiana (IN), Mississippi (MS), Montana (MT), Nevada (NV), Oklahoma (OK), Oregon (OR), Pennsylvania (PA), Texas (TX), Washington (WA), Wyoming (WY) |
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| We are licensed to sell insurance products in the following states of: Washington (WA), Colorado (CO), Wyoming (WY), Hawaii (HI), Alabama (AL), Indiana (IN), Idaho (ID), Oregon (OR) |
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one of the states listed above.
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I am not a resident of
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