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Jerri Hammons

Seaside Wealth Management, Inc.

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About Jerri Hammons

Jerri Hammons is an investment advisor representative with Seaside Wealth Management, Inc., and has been in the industry since 2007. Jerri holds Series 7, Series 66, and Series 65 licenses. Jerri is registered in California as an investment advisor representative. Jerri Hammons has previously been employed at Arete Wealth Management, LLC and Ameriprise Financial Services, Inc. Prior to working in the financial services industry, Jerri was employed at Best Practices of America and Axxcess Wealth Management. Jerri's areas of specialization include Portfolio Management for Individuals, Pension Consulting and Financial Planning.

Firm Information

Jerri Hammons is currently registered with Seaside Wealth Management, Inc.. Seaside Wealth Management, Inc. is a registered investment advisor located in Carlsbad, California. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and corporations. They have approximately $362 million in regulatory assets under management.
Seaside Wealth Management, Inc.

6154 INNOVATION WAY

CARLSBAD, CA 92009

$362.31M

Assets Under Management

1

Total Clients

5

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jerri Hammons’s Registration & Firm History

CA

01/01/2023 - Present

Seaside Wealth Management, Inc. (CARLSBAD CA)

CA

01/13/2016 - 10/12/2016

ARETE WEALTH MANAGEMENT, LLC (CARLSBAD CA)

CA

11/16/2007 - 01/29/2014

AMERIPRISE FINANCIAL SERVICES, INC. (CARLSBAD CA)

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Licenses & Designations

IA

Issued 10/28/2022

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 12/01/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/12/2016

SIE - Securities Industry Essentials Examination

BC

Issued 11/15/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jerri Hammons.
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