Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Demar Eldridge is a registered representative with Wells Fargo Clearing Services, LLC. Jerry has been in the financial services industry since 1987. Jerry has experience working at several firms including J.P. Morgan Securities LLC, Chase Investment Services Corp., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc., Wells Fargo Investments, LLC, Wachovia Securities, Inc., Prudential Securities Incorporated, Paine Webber Incorporated, and NYLIFE Securities Inc. Jerry is registered in multiple states, including Nevada, Texas, California, Arizona, Florida, Georgia, Oregon, and more. Jerry specializes in providing investment consulting services to institutional clients, as well as financial planning, pension consulting, and portfolio management for businesses and individuals.
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
NV
02/13/2019 - Present
Wells Fargo Clearing Services, LLC (LAS VEGAS NV)
NV
10/01/2012 - 03/09/2017
J.P. MORGAN SECURITIES LLC (LAS VEGAS NV)
NV
01/06/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (LAS VEGAS NV)
NV
10/23/2009 - 01/04/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAS VEGAS NV)
NV
05/15/2007 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (LAS VEGAS NV)
UT
06/03/2003 - 05/01/2007
WELLS FARGO INVESTMENTS, LLC (ST. GEORGE UT)
MO
09/15/2000 - 06/02/2003
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NY
11/15/1994 - 09/19/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
03/25/1987 - 12/08/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
03/25/1987 - 05/13/1987
NYLIFE SECURITIES INC.
IA
Issued 07/09/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/02/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/18/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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