Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Jeffrey Chapman has been in the financial services industry since July 1986. Jerry Jeffrey Chapman is currently registered with Wells Fargo Advisors Financial Network, LLC as an Investment Advisor Representative in Texas. Jerry Jeffrey Chapman also holds Series 7, 8, 9, 10, 63 and SIE securities licenses. In addition to his current registration, Jerry Jeffrey Chapman has previous registrations with A. G. EDWARDS & SONS, INC., EDWARD D. JONES & CO., L.P., and WELLS FARGO ADVISORS, LLC. Jerry Jeffrey Chapman provides services to individuals, corporations or businesses, investment companies, charitable organizations, insurance companies, pension and profit-sharing plans, banking or thrift institutions, state or municipal government entities, and high-net-worth individuals. Jerry Jeffrey Chapman is also a 100% owner of The Jeffrey Group LLC, a company specializing in financial practice. Jerry Jeffrey Chapman also owns a rental property in Moberly, Missouri, and owns Jerry Jeffrey Farm.
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.
Investment consulting services to institutional clients
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.
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2
MO
11/04/2016 - Present
Wells Fargo Advisors Financial Network, LLC (MOBERLY MO)
MO
01/01/2008 - 07/05/2013
WELLS FARGO ADVISORS, LLC (MOBERLY MO)
MO
02/06/1995 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MOBERLY MO)
MO
07/23/1986 - 02/07/1995
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BC
Issued 08/08/1986
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 02/03/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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