Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerad? Claim Your ProfileJerad Ford is a registered representative with Wells Fargo Clearing Services, LLC. Jerad has been in the industry for over 3 years. Jerad is licensed to provide investment advisory services in Missouri. Jerad was previously employed with TD Ameritrade, Inc. in St. Louis, Missouri. Jerad holds Series 7 and 63 licenses and is a Series 66 license holder. Jerad's current employer, Wells Fargo Clearing Services, LLC, manages over $558 billion in assets.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
08/13/2021 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
03/23/2018 - 05/27/2021
TD AMERITRADE, INC. (ST. LOUIS MO)
BOTH
Issued 11/07/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/03/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2018
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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