Unclaimed
Jerry Lee James is a financial advisor who has been active in the industry since August 15, 2008. Jerry is registered in Indiana as a broker and has a Series 6 license in addition to his Series 63 and SIE. Jerry is currently employed at FBL Marketing Services, LLC, where he has been since December 2, 2011. Jerry's office is located in Clinton, Indiana.
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.
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.
1
2
IN
08/15/2008 - Present
FBL Marketing Services, LLC (CLINTON IN)
BC
Issued 08/21/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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