Jerry Thurman
Vista Investment Partners · Oklahoma City, Oklahoma
Jerry Thurman is a fee-only financial advisor at Vista Investment Partners in Oklahoma City, Oklahoma. Vista Investment Partners reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Vista Investment Partners |
|---|---|
| Based in | Oklahoma City, Oklahoma |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $610.6M across 1,610 accounts |
| SEC registration | Investment adviser representative in OK · CRD 4671474 |
| Exams passed | Series 65 (2024) · Series 66 (2008) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.vistainvestment.com |
How Jerry's firm compares
- Vista Investment Partners's average account is about $379,000, from its Form ADV (assets managed divided by 1,610 accounts).
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Questions about Jerry
Is Jerry Thurman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jerry holds no broker registration, and Vista Investment Partners 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, Vista Investment Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jerry Thurman based?
Jerry Thurman is based in Oklahoma City, Oklahoma.
Is Jerry Thurman registered with the SEC?
Yes. Jerry Thurman is registered as an investment adviser representative in OK (CRD 4671474), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Vista Investment Partners manage?
Vista Investment Partners reports $610.6M across 1,610 accounts in assets under management.
How do I contact Jerry Thurman?
Through Jerry's website, www.vistainvestment.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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