Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Dale Lawhead is an investment advisor representative and financial advisor at Wells Fargo Advisors Financial Network, LLC. Jerry has been in the industry since 1999. Jerry has also previously been registered with Edward Jones, Fifth Third Securities, Inc., Raymond James & Associates, Inc., Morgan Keegan & Company, Inc. and PFIC Securities Corporation. Jerry holds Series 63, 66, 7 and SIE licenses. Jerry's specializations include providing investment consulting services to institutional clients, financial planning, pension consulting, and selection of other advisors. Jerry provides portfolio management services for individuals and businesses. Jerry is also an assistant football coach at Robinson High School. Jerry is also the 100% owner of CoachJLaw LLC, a coaching and speaking business.
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
IL
02/16/2023 - Present
Wells Fargo Advisors Financial Network, LLC (ROBINSON IL)
IL
06/01/2018 - 02/16/2023
EDWARD JONES (ROBINSON IL)
IN
04/27/2015 - 06/08/2018
FIFTH THIRD SECURITIES, INC. (TERRE HAUTE IN)
IL
02/13/2013 - 05/08/2015
RAYMOND JAMES & ASSOCIATES, INC. (ROBINSON IL)
IN
07/28/2004 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (VINCENNES IN)
TN
11/09/2001 - 08/05/2004
PFIC SECURITIES CORPORATION (FRANKLIN TN)
MO
06/09/1999 - 11/05/2001
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 06/21/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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