Jerry Jarrett, financial advisor Hendersonville TN

Jerry Jarrett

CRD Number: 5669908
Current Firm: Cetera Investment Advisers LLC

Jerry Jarrett (CRD# 5669908) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Hendersonville, TN and has over 14 years of experience in the finance industry.

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Captrust
Company Name Location Dates Years
Regions Bank Hendersonville, TN Feb 2019 - Current 5
Cetera Investment Advisers LLC Hendersonville, TN Feb 2019 - Current 5
Cetera Investment Services LLC St. Cloud, MN Feb 2019 - Current 5
Pruco Securities, LLC Franklin, TN Dec 2018 - Jan 2019 < 1
The Prudential Insurance Co Of America Franklin, TN Dec 2018 - Jan 2019 < 1
Unemployed Hendersonville, TN Jul 2018 - Dec 2018 < 1
Edward Jones St. Louis, MO Jun 2012 - Jul 2018 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2009
S66 NASAA Uniform Combined State Law Examination Jun 2011
Contact Info for Jerry Jarrett
Phone Number: 310-257-7880
Registered State(s):
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
    104,469
    MILLIONS
  • Total Number of Accounts
    423,554
    ACCOUNTS
  • Average Account Value
    $246,648
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)
  • Educational seminars/workshops
Types of Clients
Registered States

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, WY

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