Jerrell Leathers (CRD# 1237126) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in El Segundo, CA and has over 39 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Mar 2023 - Current | 1 |
| Cetera Advisor Networks, LLC | Boca Raton, FL | Apr 2021 - Current | 3 |
| National Securuities Corporation | Boca Raton, FL | Mar 2018 - Apr 2021 | 3 |
| National Asset Mangement | Boca Raton, FL | Mar 2018 - Apr 2021 | 3 |
| Summit Brokerage Services Inc. | Boca Raton, FL | Sep 2010 - Mar 2018 | 7 |
| Summit Financial Group Inc. | Boca Raton, FL | Sep 2010 - Mar 2018 | 7 |
| Self Employed | Boca Raton, FL | Nov 2009 - Mar 2018 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1984 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1999 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- SC
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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