Jerri Loveland, financial advisor Springfield MO
90 score

Jerri Loveland

CRD Number: 5948981
Current Firm: Pension Consultants Inc.

Jerri Loveland (CRD# 5948981) is an Investment Advisor Representative working at Pension Consultants Inc. in Springfield, MO and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Pension Consultants, Inc. Springfield, MO May 2016 - Current < 1
Pension Consultants, Inc. Springfield, MO Dec 2015 - Current 1
Pension Consultants, Inc. Springfield, MO Dec 2015 - May 2016 < 1
Waddell & Reed, Inc. Springfield, MO May 2014 - Dec 2015 1
Various Insurance Carriers For W&r Insurance Agencies Springfield, MO May 2014 - Dec 2015 1
Accounting & Finance Womens' Alliance Lexington, KY Jun 2014 - Jul 2015 1
Unemployed Springfield, MO Apr 2014 - May 2014 < 1
Morgan Stanley Springfield, MO Dec 2012 - Apr 2014 1
Bank Of America, N.a. Springfield, MO Nov 2011 - Dec 2012 1
Merrill Lynch, Pierce, Fenner And Smith Springfield, MO May 2011 - Dec 2012 1
Hollister R-v School District Hollister, MO Jan 2011 - May 2011 < 1
Unemployed Highlandville, MO Apr 2010 - Jan 2011 < 1
Taney County Ambulance Dist Branson, MO Mar 2008 - Apr 2010 2
Unemployed Highlandville, MO Sep 2007 - Mar 2008 < 1
Jack E Weimer, Cpa Springfield, MO Jun 2007 - Sep 2007 < 1
Missouri State University Springfield, MO Dec 2006 - Jun 2007 < 1
Missouri State University Springfield, MO Aug 2005 - Dec 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2011
Contact Info for Jerri L. Loveland
Phone Number: 417.889.4918
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    259
    MILLIONS
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $23,502,427
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AR, IN, KS, KY, MO, NE, OK, TX

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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