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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Everwine is a registered representative and investment advisor representative with Calton & Associates, Inc. located in VINELAND, NJ. Jerry has over 40 years of experience in the financial services industry. Jerry has been with Calton & Associates, Inc. since 2004. Before that, Jerry worked at USALLIANZ SECURITIES, INC., WALNUT STREET SECURITIES, INC., H.D. VEST INVESTMENT SECURITIES, INC., JOHN HANCOCK DISTRIBUTORS, INC., JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY, AETNA INVESTMENT SERVICES, INC., AETNA LIFE INSURANCE AND ANNUITY COMPANY, MML INVESTORS SERVICES, INC., PML SECURITIES COMPANY, METROPOLITAN LIFE INSURANCE COMPANY, and WHITEHALL SECURITIES CORPORATION.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NJ
03/12/2004 - Present
Calton & Associates, Inc. (VINELAND NJ)
MN
10/14/1998 - 01/05/2004
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
CA
09/30/1996 - 09/25/1998
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
TX
12/22/1995 - 10/03/1996
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
MA
11/07/1994 - 12/18/1995
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
11/07/1994 - 12/18/1995
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
CT
10/15/1993 - 11/07/1994
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
CT
12/21/1991 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
MA
03/03/1989 - 10/04/1991
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
12/20/1976 - 08/16/1988
PML SECURITIES COMPANY
NA
04/12/1972 - 12/23/1974
METROPOLITAN LIFE INSURANCE COMPANY
NA
11/18/1970 - 08/21/1972
WHITEHALL SECURITIES CORPORATION
BOTH
Issued 09/20/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/17/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/1968
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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