Unclaimed
Jerrod Reddick is a financial professional with over 7 years of experience in the financial services industry. Jerrod is currently registered with Weild & Co. and holds Series 7, SIE, 79TO and 82TO licenses as well as a Series 63 license. Jerrod has held previous roles at NORTH CAPITAL PRIVATE SECURITIES CORPORATION, EVERCORE GROUP L.L.C. and J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. Jerrod is currently licensed to offer investment advice in California, Florida, Illinois, Kansas, and New York.
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.
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.
1
2
NY
11/04/2021 - Present
Weild & Co. (NEW YORK NY)
UT
05/30/2018 - 04/09/2020
NORTH CAPITAL PRIVATE SECURITIES CORPORATION (SALT LAKE CITY UT)
NY
08/29/2016 - 03/21/2018
EVERCORE GROUP L.L.C. (New York NY)
NY
08/19/2013 - 08/30/2016
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
BC
Issued 11/12/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 03/05/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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