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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerrel? Claim Your ProfileJerrel Armstrong is a Registered Investment Advisor Representative, currently associated with IWP Wealth Management LLC, a Registered Investment Advisor firm with its main office in Denver, CO. Jerrel Armstrong has been in the securities industry for over 25 years. Jerrel Armstrong is licensed in California and Colorado and holds Series 7, 9, 10, 24 and 63 and 65 licenses. In addition to his role at IWP Wealth Management LLC, Jerrel Armstrong also manages investments in real estate and loans secured by first liens as a Managing Partner of Willow Creek Capital.
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.
Helps you choose top advisors aligned with your financial goals.
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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CO
01/17/2022 - Present
IWP Wealth Management LLC (DENVER CO)
NY
03/18/2004 - 05/01/2007
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
04/24/2000 - 02/23/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
12/24/1996 - 04/19/2000
CREDIT AGRICOLE INDOSUEZ SECURITIES, INC. (NEW YORK NY)
IA
Issued 11/22/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/20/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/15/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/04/2000
Series 24 - General Securities Principal Examination
BC
Issued 11/27/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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