Jerry Michael Bagby
Advisor at Bagby Wealth Management — Dexter, MO
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
42 years
Location
Dexter, MO 63841
Bagby Wealth Management
Supported
Total advisors
2Clients per advisor
74 HighAvg AUM per client
$301,655 Very LowHNW client ratio
16% LowJerry Bagby is a financial advisor with Bagby Wealth Management in Dexter, Missouri, holding Series 63 and Series 65 designations and over 42 years of industry experience. He has been associated with Bagby Investment Consultants since 1994 and previously with Bagby Financial Services, Inc. Mr. Bagby manages several family trusts and oversees a small aircraft rental business. Bagby Wealth Management provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, fiduciaries, corporate, and institutional clients. The firm employs both a buy-and-hold ETF-based strategic approach and a market-driven tactical program using proprietary trend and technical analysis, offering multiple program options including discretionary and non-discretionary strategies.
Based on Bagby Wealth Management
Based on Bagby Wealth Management
Flat fees for specific financial planning services can be negotiated in advance
$0 - $4,999,999.99: 1.00% annually $5,000,000+: 0.50% annually
$250/hour for financial planning services
Account minimum: $35,000
Dexter, MO
302 North Walnut
Dexter MO 63841
Advisors at this office
2
Missouri
42 years of industry experience
Bagby Financial Services, Inc.
2021 - 2021 • 1 year
Remsenburg, NY
Bagby Investment Consultants
1994 - Present • 32 years
Dexter, MO
Bagby Financial Services, Inc.
1993 - 2021 • 28 years
Dexter, MO
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