Jerry Thurman has been Chief Operating Officer of Vista Investment Partners since July 2022, is a control person of the firm and directly owns under 5% of it.
Vista Investment Partners LLC is an Oklahoma City, OK firm with $611M under management, 479 clients and 6 advisers across 2 offices, as of its May 2026 filing.
Jerry Thurman’s longest registration is the current one, 2 years at Vista Investment Partners since 2024. Before joining Vista Investment Partners in 2024, Jerry Thurman was registered through Raymond James & Associates, Inc. and Morgan Stanley Smith Barney LLC.
- – present · 2 yearsOklahoma City, OK · Adviser representative · Firm CRD 286014
- Raymond James & Associates, Inc.– · 1 yearOklahoma City, OK · Adviser representative · Firm CRD 705
- Morgan Stanley Smith Barney LLC– · under a yearOklahoma City, OK · Adviser representative · Firm CRD 149777
- Morgan Stanley & Co. Incorporated– · under a yearOklahoma City, OK · Adviser representative · Firm CRD 8209
- Morgan Stanley– · 1 yearOklahoma Cty, OK · Adviser representative · Firm CRD 7556
Investment adviser representative registrations
Jerry Thurman is registered as an investment adviser representative in Oklahoma, since January 2024.
- OklahomaSince 31 January 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 31 January 2024 |
| Series 66 | Uniform Combined State Law Examination | 23 November 2008 |
| Series 7 | General Securities Representative Examination | 16 October 2008 |
| Series 31 | Futures Managed Funds Examination | 28 August 2008 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Futures Managed Funds Examination
- Full name
- Jerry Dale Thurman
- CRD
- 4671474
- Firm
- Vista Investment Partners · CRD 286014
- Role
- Chief Operating Officer
- Office
- 5601 NORTH CLASSEN BOULEVARD, SUITE 101, Oklahoma City, OK 73118
- Registration
- Investment adviser registration
- In the industry since
- November 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does Jerry Thurman work?
Jerry Thurman has been Chief Operating Officer of Vista Investment Partners LLC since July 2022, and is a control person of the firm.
Is Jerry Thurman a financial advisor?
Yes. Jerry Thurman has a current investment-adviser registration in Oklahoma, through Vista Investment Partners since January 2024.
How many years of experience does Jerry Thurman have?
Jerry Thurman has 6 years in the financial industry, since November 2019, across 5 adviser firms.
What exams has Jerry Thurman passed?
Jerry Thurman has passed 4 licensing exams: the Series 31, Series 7, Series 66 and Series 65. The earliest, the Series 31, was passed in August 2008.
Where did Jerry Thurman work before Vista Investment Partners?
Before Vista Investment Partners, Jerry Thurman was registered through Raymond James & Associates, Inc., October 2009 to May 2011; Morgan Stanley Smith Barney LLC, June 2009 to October 2009; Morgan Stanley & Co. Incorporated, November 2008 to June 2009; Morgan Stanley, October 2003 to July 2005.
Where is Jerry Thurman based?
Jerry Thurman’s registered office is in Oklahoma City, OK.
Is Jerry Thurman registered with FINRA?
No. Jerry Thurman has no current broker registration.
How can I verify Jerry Thurman’s record?
Search CRD 4671474 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jerry Thurman’s full registration record.
