Jean Kerr, financial advisor Minnetonka MN
84 score

Jean Kerr

CRD Number: 5360494
Current Firm: H.d. Vest Advisory Services, Inc.

Jean Kerr (CRD# 5360494) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Minnetonka, MN and has over 9 years of experience in the finance industry. Jean Kerr has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
H.d. Vest Advisory Services Minnetonka, MN Nov 2013 - Current 3
J E Kerr Tax Service, Inc. Golden Valley, MN Sep 2013 - Current 3
H.d. Vest Investment Services Crystal, MN Jun 2007 - Current 9
Campion Kerr, Inc. Golden Valley, MN Dec 2004 - Dec 2013 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2007
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Jean E. Kerr
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV

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BADGES
84

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