Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Allan Eades is a financial advisor who has been in the industry since 1995. Jerry is registered with Morgan Stanley and holds a Series 7, 8, 63 and 65 license. Jerry has been with Morgan Stanley since 2012. Previously, Jerry worked at Wells Fargo Advisors, LLC, Prudential Securities Incorporated, Wachovia Securities, Inc., A. G. Edwards & Sons, Inc., and Legg Mason Wood Walker, Incorporated. Jerry has a strong track record of success in the financial services industry and is committed to providing his clients with personalized financial advice.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NC
04/15/2020 - Present
Morgan Stanley (Greensboro NC)
NC
07/01/2003 - 10/29/2012
WELLS FARGO ADVISORS, LLC (GREENSBORO NC)
NY
11/16/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NC
11/19/1999 - 11/29/2001
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
MO
07/03/1996 - 11/30/1999
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MD
03/15/1995 - 07/12/1996
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
IA
Issued 01/10/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jerry Eades is the right advisor for you? Invested Better is here to help.
