JC
Jerry Charles Wagner
CRD 1920032
Firms
| Firm | Role | As of |
|---|---|---|
| Flexible Plan Investments Ltd | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Flexible Plan Investments Ltd
Ceo / President · 75% or more · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗