Unclaimed
Jerry Layne Borden Jr. is a financial advisor currently registered with Wells Fargo Advisors Financial Network, LLC. Jerry has been in the industry since 2008 and has a Series 7, Series 66, and SIE license. Jerry has experience working with Wells Fargo Clearing Services, LLC, and Edward Jones. Jerry provides investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for both businesses and individuals. Jerry currently has 2 approved IA state registrations, one in Arkansas and one in Texas.
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
AR
04/21/2022 - Present
Wells Fargo Advisors Financial Network, LLC (CONWAY AR)
AR
04/24/2012 - 04/21/2022
WELLS FARGO CLEARING SERVICES, LLC (CONWAY AR)
AR
01/21/2008 - 04/25/2012
EDWARD JONES (CONWAY AR)
BOTH
Issued 02/08/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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