Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Ashley Kerr is a financial advisor currently registered with Morgan Stanley. Jessica has been in the financial industry since 2004 and holds a Series 7, Series 63, SIE and Series 65 license. Prior to joining Morgan Stanley, Jessica worked at CITIGROUP GLOBAL MARKETS INC. Jessica is registered in 37 states and has extensive experience advising individuals, businesses, high-net-worth individuals, investment clubs, insurance companies, charitable organizations, pension and profit-sharing plans, banking or thrift institutions, and corporations or other businesses. In addition to financial advising, Jessica is also a photographer and owns J.ASHLEY PHOTOGRAPHY.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
TN
02/23/2011 - Present
Morgan Stanley (MURFREESBORO TN)
TN
10/21/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NASHVILLE TN)
IA
Issued 08/28/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jessica Kerr is the right advisor for you? Invested Better is here to help.
