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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerrod? Claim Your ProfileJerrod Dawson is a financial advisor with Mercer Global Advisors Inc. Jerrod has been in the industry since 1998 and has experience in a number of areas, including financial planning, portfolio management, and estate planning. Jerrod is a Chartered Financial Analyst (CFA) and holds a Series 63, Series 66, Series 7 and Series 55 licenses. Jerrod's primary office is located in Dallas, Texas.
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.
Trust services, estate planning, tax return preparation, consultation
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
TX
01/21/2022 - Present
Mercer Global Advisors Inc. (Dallas TX)
TX
07/25/2013 - 04/08/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (DALLAS TX)
TX
03/09/2000 - 07/02/2001
AMERI-FIRST SECURITIES CORPORATION (DALLAS TX)
TX
12/02/1998 - 01/06/2000
SERVICE ASSET MANAGEMENT COMPANY (DALLAS TX)
BOTH
Issued 10/28/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/2000
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2013
Series 7 - General Securities Representative Examination
BC
Issued 04/05/2000
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
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