Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerrold? Claim Your ProfileJerrold Jay McMillan is a financial advisor with Edward Jones, a company with over 20,000 registered representatives. Jerrold has been a registered advisor since March 17, 1988, and has provided financial guidance to individuals, families, and businesses in numerous states. Jerrold offers financial planning and portfolio management services, and is a Certified Financial Planner. Prior to Edward Jones, Jerrold worked for BA Investment Services, Inc. and Invest Financial Corporation.
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.
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.
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.
See schedule d - miscellaneous
1
2
TN
10/31/2006 - Present
Edward Jones (GALLATIN TN)
CA
02/02/1993 - 11/02/1998
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
WI
03/18/1988 - 02/08/1993
INVEST FINANCIAL CORPORATION (APPLETON WI)
IA
Issued 08/26/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/30/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/1993
Series 7 - General Securities Representative Examination
BC
Issued 03/17/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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