Investment adviser representative · Tabula Rasa Advisors, LLC
Jerry D. Callahan Jr.
CRD 4583694 · Birmingham, AL
At a glance
Jerry D. Callahan Jr. is an investment adviser representative with Tabula Rasa Advisors, LLC in Birmingham, AL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jerry’s SEC record dates to 2000, about 26 years ago. Designations on file: Personal Financial Specialist.
Current advisory firm
- Tabula Rasa Advisors, LLCSince February 2019Birmingham, AL · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2000 (26 years)
- Designations
- Personal Financial Specialist
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Jerry’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Tabula Rasa Advisors, LLC
- Graham C. CampbellBirmingham · Personal Financial Specialist
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