Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry McEwen is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Jerry has been in the financial services industry since 1984 and has held multiple licenses with a number of firms including A. G. Edwards & Sons, Inc., Carty & Company, Inc., Prudential Securities Incorporated, and PaineWebber Incorporated. Currently, Jerry has a Series 63, Series 7, Series 10, Series 9, Series 52, Series 5 and SIE license and is registered with FINRA as a Registered Representative in Alabama, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Kentucky, Louisiana, Massachusetts, Mississippi, Missouri, New Hampshire, New York, North Carolina, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, and as an Investment Advisor Representative in Tennessee and 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.
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2
TN
05/20/2022 - Present
Wells Fargo Advisors Financial Network, LLC (GERMANTOWN TN)
TN
01/01/2008 - 05/20/2022
WELLS FARGO CLEARING SERVICES, LLC (GERMANTOWN TN)
TN
04/26/2000 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MEMPHIS TN)
TN
11/12/1997 - 07/01/1999
CARTY & COMPANY, INC. (MEMPHIS TN)
NY
02/06/1996 - 11/18/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
12/04/1995 - 02/06/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
09/09/1991 - 12/08/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NC
09/21/1988 - 09/09/1991
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
NA
03/05/1986 - 11/10/1986
UNION PLANTERS SECURITIES CORPORATION
NA
01/13/1978 - 04/20/1982
UMIC, INC.
NA
09/20/1977 - 02/05/1978
STEWART-JOHNS MUNICIPAL SECURITIES, INC.
BC
Issued 12/03/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/04/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/1989
Series 5 - Interest Rate Options Examination
BC
Issued 05/16/1981
Series 7 - General Securities Representative Examination
BC
Issued 12/08/1978
Series 52 - Municipal Securities Representative Examination
BC
Issued 09/30/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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