Jerry Bulaclac

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About Jerry Bulaclac

Jerry has over 19 years of experience serving his clients as a personal financial advisor and investment advisor representative. Mr. Bulaclac launched RadiantVest in 2020 to advise his clients on budget analysis, retirement planning, education planning, risk management, and estate planning. Jerry has been partnered with Independent Financial Partners (IFP) since 2012, and he holds his Series 7 & 66 securities registrations with IFP Securities, LLC. Jerry also holds his State of Florida life, health, and variable annuity license. Mr. Bulaclac is committed to helping his clients build a brighter tomorrow.

When away from work, Jerry enjoys spending time with his wife and 3 sons. He also enjoys spending time outdoors, dabbling in action and still photography, and coaching highschool baseball.

Prior to affiliating with Independent Financial Partners (IFP), Jerry worked many years specializing in the Florida Retirement System, the DROP program, the Optional Retirement Program, and employer sponsored 401K and 403B plans. Jerry understands the complexities of different employer sponsored plans and how those plans fit with the overall financial picture.

Jerry Bulaclac is supported by the resources of Independent Financial Partners (IFP). This relationship provides Jerry with unbiased research and a comprehensive array of tools, resources and technology. Because Independent Financial Partners has no proprietary products to sell, he has the freedom to offer you objective financial guidance and investment recommendations.

Independence Powered by Independent Financial Partners (IFP).

See Disclosures

General Information

Firm Start Year

1995

No. of Employees

100-499

CRD#

4851069

Firm CRD#

125112

Insurance License#

E136533

Name of Broker/Dealer

IFP Securities, LLC

Name of Custodial Firm

Pershing LLC, Charles Schwab, Fidelity

States Licensed in

FL, TX, TN

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Prior to affiliating with IFP (2019 to present) and creating his RadiantVest brand, Jerry was at IFP and LPL Financial from 2012-2019. From 2005-2012, Jerry was affiliated with AIG VALIC and VALIC Financial Advisors. He obtained his securities licenses with Amerprise Financial Advisors in 2004.

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management

Compliance

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 7, Series 66

Insurance and Annuity Licenses

Health, Variable Annuity, Life

Firm Information

Assets Managed by Firm

$11,000,000,000

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$50,000

Compensation Methods

Based on Assets, Commissions, Flat Fee

Additional Details on Charges

Percentage fee based of assets under management, flat fee, and commission

Education

Bachelor of Arts - Biology

The University of Texas
1991 -1995

Business Administration -

The University of Houston
1996 -1998

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892019/paladinregistry-RadiantVest-detailed-disclosure.html

Disclaimer

Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor. IFP and RadiantVest are not affiliated.

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RadiantVest