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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerod? Claim Your ProfileJerod Jeffrey Ewing is a financial advisor who has been in the industry since 2016. Jerod Ewing is currently registered with Wealth Enhancement Advisory Services, LLC in Minnesota and Colorado. Prior to joining Wealth Enhancement Advisory Services, LLC, Jerod Ewing was affiliated with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, SCOTTRADE, INC., and STIFEL, NICOLAUS & COMPANY, INCORPORATED. Jerod Ewing provides financial planning, pension consulting, educational seminars, and selection of other advisors. Jerod Ewing specializes in providing investment advisory services to high net worth individuals, corporations, and charitable organizations.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
MN
03/16/2021 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
CO
09/19/2019 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
CO
02/01/2017 - 07/25/2018
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
CO
06/30/2015 - 01/30/2017
SCOTTRADE, INC. (WESTMINSTER CO)
MO
03/23/2015 - 06/29/2015
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
BOTH
Issued 02/10/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/06/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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