Jerry Carey, financial advisor Owings Mills MD

Jerry Carey

CRD Number: 40444
Current Firm: Ameriprise Financial Services, LLC

Jerry Carey (CRD# 40444) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Owings Mills, MD and has over 29 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Guardian Life Insurance Company Thurmont, MD Feb 2021 - Current 3
Park Avenue Securities Thurmont, MD Feb 2021 - Current 3
Park Avenue Securities LLC New York, NY May 1999 - Feb 2021 21
Guardian Life Insurance Company New York, NY Oct 1987 - Feb 2021 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1994
Contact Info for Jerry G. Carey
Phone Number: 612-671-3131
Firm Website: http://ameriprise.com
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    414,380
    MILLIONS
  • Total Number of Accounts
    1,953,584
    ACCOUNTS
  • Average Account Value
    $212,113
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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