Jerry Callahan
Tabula Rasa Advisors · Birmingham, Alabama
Jerry Callahan is a fee-only financial advisor at Tabula Rasa Advisors in Birmingham, Alabama, who holds the PFS credential. Tabula Rasa Advisors reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Tabula Rasa Advisors |
|---|---|
| Based in | Birmingham, Alabama |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $32.7M across 60 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in AL · CRD 4583694 |
| Exams passed | Series 65 (1999) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.tabularasaadvisors.com |
How Jerry's firm compares
- Tabula Rasa Advisors's average account is about $545,000, from its Form ADV (assets managed divided by 60 accounts).
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Questions about Jerry
Is Jerry Callahan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jerry holds no broker registration, and Tabula Rasa Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jerry charge for financial advice?
Jerry's firm, Tabula Rasa Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Jerry Callahan based?
Jerry Callahan is based in Birmingham, Alabama.
What credentials does Jerry Callahan hold?
Jerry Callahan holds the PFS credential.
Is Jerry Callahan registered with the SEC?
Yes. Jerry Callahan is registered as an investment adviser representative in AL (CRD 4583694), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Tabula Rasa Advisors manage?
Tabula Rasa Advisors reports $32.7M across 60 accounts in assets under management.
How do I contact Jerry Callahan?
Through Jerry's website, www.tabularasaadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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