Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jere? Claim Your ProfileJere McGuffee is a financial advisor at D.a. Davidson & Co. based in Memphis, TN. Jere is a seasoned professional with over 30 years of experience in the industry and holds multiple licenses and certifications, including Series 7, 50, 52TO, 53, 54, and 63. Jere's expertise spans various financial services, including financial planning, portfolio management, pension consulting, and educational seminars. With a focus on providing tailored solutions, Jere works with individuals, families, and businesses to help achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TN
07/15/2024 - Present
D.a. Davidson & Co. (Memphis TN)
TN
08/16/2011 - 08/07/2024
PIPER SANDLER & CO. (MEMPHIS TN)
TN
10/14/2008 - 09/08/2011
MESIROW FINANCIAL, INC. (MEMPHIS TN)
TN
10/05/2006 - 04/08/2008
DEUTSCHE BANK SECURITIES INC. (MEMPHIS TN)
NY
07/14/2005 - 10/12/2006
BEAR, STEARNS & CO. INC. (NEW YORK NY)
TN
09/29/1992 - 06/07/2005
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
BC
Issued 09/25/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/2021
Series 54 - Municipal Advisor Principal Qualification Examination
BC
Issued 08/15/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 09/24/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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