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).
RadiantVest has partnered with Independent Financial Partners (IFP) to provide the technological, compliance, marketing, business development, and operational support RadiantVest needs. In turn, this allows RadiantVest to give clients like you the service they deserve.
IFP fully supports advisor independence, allowing RadiantVest to take advantage of the many services they offer while putting your interests above all else. Were also able to leverage their network of financial advisors and subject matter experts from across the nation to address even the most complex needs of our clients.
Independent Financial Partners is a broker-dealer and registered investment adviser based out Tampa, Florida. Their firm's independent platform empowers advisors through freedom of choice and a constantly evolving technology suite that's designed to build better client experiences.
General Information |
| Firm Start Year: | 1995 | |
| No. of Employees: | 100-499 | |
| 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 |
| Number of Years with Current Firm: | 12 |
| 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: | Individual Investors, Businesses |
| Advisory Services Provided: | Estate Planning & Trusts, Investment Advice & Management, Financial Planning for Individuals, Financial Planning for Businesses, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Money Management, Education Funding and Planning |
Services |
| Investment Types: | Stocks, Bonds, Options & Futures, Mutual Funds, Annuities, Alternative Investments, Exchange Traded Funds (ETFs), Insurance, Socially Responsible Investments (SRI) |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Life, Variable Annuity, Health |
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: | Flat Fee, Commissions, Based on Assets |
| Additional Details on Charges: | Percentage fee based of assets under management, flat fee, and commission |
Education |
| Bachelor of Arts - Biology | The University of Texas
- Austin, TX 1991-1995 |
| Business Administration | The University of Houston
- Houston, TX 1996-1998 |
Financial Services |
| Financial Planning for Individuals
Our services focus on getting you through life's expected and unexpected events on the way to retirement. We strive to help our clients achieve true fulfillment through our collaborative financial and investment planning approach. |
| Portfolio Management
We focus on the client, providing a custom built strategy that allows them to spend more time doing what they love and less time focusing on their investments. |
| Retirement Planning
If you can imagine your retirement, then you can plan for it. Have you started thinking about retirement? We strive to build you a brighter tomorrow through open, honest and transparent financial & retirement advice. |
| Estate Planning & Trusts
Estate planning is the process of determining who will benefit from your estate and to what extent after your death. Estate planning is for everyone at any age. Having a detailed estate plan in place ensures that, when the time comes, transferring your estate to your beneficiaries is a smooth and stress-free transition. While having a plan in place that focuses on both the accumulation and preservation of wealth is important, having an estate plan in place that addresses the transfer of said wealth can be equally as important. We will help you implement your plan and make sure that it will survive anything that life throws at you. You've worked hard for your possessions, we want to make sure the legacy you leave to your loved ones is built to last. While some may look on estate planning as something for the wealthy, regardless of your income, estate planning makes up a vital part of your financial plan. |
| Investment Advice & Management
We focus on the client, providing a custom built strategy that allows them to spend more time doing what they love and less time focusing on their investments. |
| Wealth Management
RadiantVest will help you grow your wealth and protect your assets and investments as your needs and priorities evolve. |
| Risk Management
Maximizing growth while mitigating downside potential can have a dramatic impact on your long-term portfolio. |
| Insurance Planning
Life insurance is a key risk-management tool that can help you pursue your financial dreams while protecting the ones you love. |
| Tax Advice and Services
We're available to expand your financial literacy to gain a deeper understanding of tax opportunities with personalized planning sessions. |
| Education Funding and Planning
We will help you formulate a financial roadmap and define a specific college funding solution for you or your children's college education. |
FAQs |
Why should I choose you as my financial advisor?As a fiduciary, I have a responsibility to act in your best interest. Trust, transparency, and integrity are key values in upholding this standard. I am dedicated and committed to helping you build your tomorrow. |
How do you charge for your services?Fee based, flat fee, or commission depending on clients' preference |
What financial institution(s) do you represent?Pershing, Charles Schwab, Fidelity |
How many years of experience do you have?I have 19 years of experience as a financial advisor. |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures https://www.wiseradvisor.com/disclosure/1892019/wiseradvisor-radiantvest-detailed-disclosure.html |
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 9:00 AM - 6:00 PM |
| Tue. | 9:00 AM - 6:00 PM |
| Wed. | 9:00 AM - 6:00 PM |
| Thu. | 9:00 AM - 6:00 PM |
| Fri. | 9:00 AM - 6:00 PM |
| Brandon, FL Lithia, FL Tampa, FL Valrico, FL |
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