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Jerry Shrout
Jerry Shrout
Financial Advisor
501 Madison Street Southeast
Huntsville, AL 35801
tel:
toll free: 800-633-2947
fax: 256-535-2820
Email Me
Welcome Experience Associations Education Services
Welcome

As your Financial Advisor, I will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs. As our relationship builds over time, I will be able to anticipate your changing circumstances and help advise you on appropriate investment strategies. I look forward to serving your long-term investment needs. Please feel free to call me at any time.
Business Experience
  • Morgan Stanley Smith Barney*
    Financial Advisor
    Huntsville, AL
  • Jefferson Street Properties
    Treasurer
    Huntsville, AL
  • Four Points Corporation
    Chief Financial Officer
    Louisville, KY
Associations
  • Alabama Society of Certified Public Accountants
    Member
    Montgomery, AL
  • American Institute of Certified Public Accountants
    Member
    New York, NY
  • Church of the Nativity, Episcopal
    Member
    Huntsville, AL
Education and Licensing
  • BA - Business Administration, 1990
    Transylvania University
    Lexington, KY
  • Certified Public Accountant (CPA), 1997
    License #7282
    Kentucky with Reciprocity for Alabama
  • Series 7 - General Securities Representative
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam
Services
  • Asset Management
  • Estate Planning
  • Wealth Management
  • Financial Planning
  • Fixed Income
  • Lending Services
  • Philanthropic Services
  • Qualified Plans
  • Retirement Planning
  • 529 Plans
  • Municipal Bonds
  • Long Term Care Insurance
  • Business Planning
  • Cash Management
Bulletin Board
  • Request a free Comprehensive Financial Plan by clicking on Request Appointment.
  • I am very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations.
  • See Special Reports for the October On the Markets featuring "A Virtuous Cycle”. A virtuous cycle has emerged, supplanting that vicious cycle of the past year, whereby financial conditions and economic activity have improved simultaneously to become mutually reinforcing influences. Chief Investment Officer Jeff Applegate, Chief Investment Strategist David M. Darst and Global Investment Strategist Charles Reinhard examine this important development. Also featured "Too Far Too Fast?” Emerging markets equities are up 60% so far this year and have doubled since their year-ago lows. Emerging Markets Strategist Barbara Reinhard weighs fundamental, valuation and investment sentiment to see if these markets have gone too far too fast.
Jerry Shrout is licensed in the following state(s): AL, KY, SC, TN
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
FEATURED REPORTS

Current Outlook (pdf)
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