Jerry Lawhead (CRD# 3211989) is an Investment Advisor Representative working at Wells Fargo Advisors in Robinson, IL and has over 25 years of experience in the finance industry.
CRD# 6589194
Edward Jones
CRD# 6862499
Edward Jones
CRD# 3021469
Raymond James Financial Services Advisors, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Wells Fargo Advisors Financial Network, LLC | Terre Haute, IN | Feb 2023 - Current | 1 |
Edward Jones | Saint Louis, MO | Jun 2018 - Feb 2023 | 4 |
Fifth Third Securities | Terre Haute, IN | Apr 2015 - Jun 2018 | 3 |
Raymond James & Associates, Inc. | Vincennes, IN | Nov 2001 - Apr 2015 | 13 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 1999 |
S66 | NASAA Uniform Combined State Law Examination | Jun 2003 |
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- IL
- TX
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Total Assets Under Management154,192MILLIONS
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Total Number of Accounts346,499ACCOUNTS
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Average Account Value$445,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
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