Sherry PlevakCRD Number: 4586043
Current Firm: Edward Jones
Sherry Plevak (CRD# 4586043) is an Investment Advisor Representative working at Edward Jones in Germantown, WI and has over 14 years of experience in the finance industry.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Edward Jones Investment||St Louis, MO||Sep 2002 - Current||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2002|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV