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Jeffrey Carter Jellison

Institutional Cash Distributors, LLC

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About Jeffrey Carter Jellison

Jeffrey Jellison is a financial professional with over 25 years of experience in the industry. Jeffrey is currently registered with Institutional Cash Distributors, LLC in Reno, NV. Prior to his current role, Jeffrey held positions with Merriman Curhan Ford & Co. in Newport Beach, CA, J. P. Morgan Advisors, Inc. in New York, NY, Mid Atlantic Capital Corporation in Pittsburgh, PA, and Concord Financial Group, Inc. in Bethesda, MD. Jeffrey holds Series 6, 7, 24, and 63 licenses and is registered in Arizona, California, Nevada, New Mexico, and Washington.

Firm Information

Jeffrey Jellison is currently registered with Institutional Cash Distributors, LLC. Institutional Cash Distributors, LLC is a Limited Liability Company that was formed on August 8, 2008. The firm is registered in 51 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

21

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Jeffrey Jellison’s Registration & Firm History

NV

12/17/2009 - Present

Institutional Cash Distributors, LLC (Reno NV)

CA

03/28/2003 - 04/30/2010

MERRIMAN CURHAN FORD & CO. (NEWPORT BEACH CA)

NY

05/30/2001 - 10/21/2002

J. P. MORGAN ADVISORS, INC. (NEW YORK NY)

PA

11/02/1995 - 04/28/2000

MID ATLANTIC CAPITAL CORPORATION (PITTSBURGH PA)

MD

12/15/1993 - 11/22/1995

CONCORD FINANCIAL GROUP, INC. (BETHESDA MD)

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Licenses & Designations

BC

Issued 11/30/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/28/2009

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/15/1997

Series 7 - General Securities Representative Examination

BC

Issued 12/02/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Carter Jellison.
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