Jerri LovelandCRD 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 6 years of experience in the finance industry.
Resources Investment Advisors
Ledgestone Capital Management, LLC
Cetera Investment Advisers LLC
|Pension Consultants, Inc.||Springfield, MO||May 2016 - Current||1|
|Pension Consultants, Inc.||Springfield, MO||Dec 2015 - Current||2|
|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|
Total Assets Under Management2,922MILLIONS
Total Number of Accounts176ACCOUNTS
Average Account Value$16,604,435
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
AR, IN, KS, MO, NE, OK, TX
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