AUMdb
JD

Jerry D Callahan

CRD 4583694 Personal Financial Specialist

Firms

FirmRoleAs of
Tabula Rasa, Llc Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Ownership stakes

  • Tabula Rasa, Llc
    Managing Principal/ Member/ Chief Compliance Officer · 75% or more · Dec 2018

From Form ADV Schedule A/B filings.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗