Jerry Allen Biller

Advisor at Edward Jones — Luray, VA West Main Street

Updated today

Credentials

Series 63, Series 66

Experience

18 years

Location

Luray, VA 22835

Edward Jones logo

Edward Jones

Institution

Total advisors

24,140

Across 14,132 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Jerry Biller is a financial advisor at Edward Jones with 17 years of industry experience. He has been with Edward Jones since 2008 and holds Series 63 and Series 66 credentials. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm is notable for its extensive network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy General retirement planning

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Luray, VA West Main Street

127 West Main Street

Luray VA 22835

Advisors at this office

1

Most active in

Texas · Virginia

Work history

18 years of industry experience

Edward Jones

2008 - Present • 18 years

St Louis, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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John L

ChFC®, Series 65, Series 63

Stanley, VA

Mutual Of Omaha Investor Services, Inc.

John Lanier is a ChFC®-designated financial advisor with 18 years of industry experience. He is currently with Mutual of Omaha Investor Services, Inc. and has previously worked at AAA Club Alliance Inc and United Laboratories Inc, among others. Lanier serves as a vestry member at Christ Episcopal Church in Luray, VA, participating in church leadership and operational decisions. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans using a variety of managed account programs and third-party money manager relationships. The firm operates within the Mutual of Omaha group and delivers integrated solutions that include financial planning, retirement consulting, and platform-based portfolio management.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Sean L

CFP®, ChFC®, Series 63, Series 65

Mt Jackson, VA

Valic Financial Advisors

Sean Lankard is a CFP® and ChFC® with 30 years of experience in the financial services industry. He has been with Valic Financial Advisors since 1998 and is also associated with Agia, where he works with non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants, offering managed-account programs, financial planning, and brokerage services.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Calan J

Series 63, Series 66

Edinburg, VA

OSAIC Institutions, INC.

Calan Jansen is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has served as Vice President at Farmers and Merchants Bank since 2016, where he performs lending and opens retail accounts. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating under a hybrid adviser and broker-dealer model with both discretionary and non-discretionary account management.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Ryan P

Series 63, Series 65

Luray, VA

Truist Advisory Services

Ryan Painter is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked with firms affiliated with Truist since 2011, including Bb&T Securities and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver its investment and fiduciary solutions.

Founder/Business Owner Executive
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Amy H

CFP®, Series 66

Mount Jackson, VA

Edward Jones

Amy Helsley is a CFP® with six years of industry experience, currently serving as a financial advisor at Edward Jones. Prior to her current role, she operated her own CPA firm, Amy B Helsley CPA LLC, and has experience as the owner of The Winery at Kindred Pointe. In addition to her advisory work, she has business oversight responsibilities related to her winery ownership. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and associated financial services. The firm is notable for its extensive national network of advisors and branch offices, as well as integrated capabilities including a trust company and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Lucinda B

Series 66

Mt Jackson, VA

Edward Jones

Lucinda Brill is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked for Holtzman Propane Delivery LLC for 15 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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