Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Dillon is a financial advisor with Wells Fargo Clearing Services, LLC. Jerry has been in the industry since April 2006. Jerry has a combined state license and holds licenses in both Texas and California. Previously, Jerry has worked at J.P. Morgan Securities LLC, Chase Investment Services Corp., Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jerry offers portfolio management services to businesses and individuals. Jerry also offers investment consulting services to institutional clients.
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.
1
2
CA
04/02/2024 - Present
Wells Fargo Clearing Services, LLC (EL SEGUNDO CA)
CA
10/01/2012 - 07/20/2022
J.P. MORGAN SECURITIES LLC (EL SEGUNDO CA)
CA
08/16/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (EL SEGUNDO CA)
CA
06/01/2009 - 08/17/2011
MORGAN STANLEY SMITH BARNEY (BEVERLY HILLS CA)
CA
11/07/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BEVERLY HILLS CA)
CA
05/01/2006 - 11/10/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EL SEGUNDO CA)
BOTH
Issued 05/19/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 04/28/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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