Ashlie JerdonCRD Number: 6093103
Current Firm: Morgan Stanley
Ashlie Jerdon (CRD# 6093103) is an Investment Advisor Representative working at Morgan Stanley in Spokane, WA and has over 2 years of experience in the finance industry.
Selkirk Wealth Advisors, LLC
Allegro Wealth Management, Inc.
Voya Financial Advisors, Inc.
|Morgan Stanley||Spokane, WA||Jul 2016 - Current||< 1|
|Wells Fargo Advisors, LLC||Coeur D'alene, ID||Jul 2012 - Current||4|
|Bank Of America||Hayden, ID||Sep 2008 - Jul 2012||3|
|Pacific Sunwear||Coeur D'alene, ID||Jun 2006 - Sep 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2014|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV