Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerri? Claim Your ProfileKerri Washington is an investment advisor representative with j.p. morgan securities llc. Kerri has been in the industry for over 9 years. Kerri is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 6, 7TO, 63 and 65 licenses. Kerri Washington has a strong background in financial services, with experience at several firms including Wells Fargo Clearing Services, LLC. Kerri has worked in the Atlanta, GA area since 2015. Kerri is also registered as an investment advisor representative with jpmorgan chase bank, n.a. in Atlanta, GA.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
GA
10/03/2024 - Present
J.p. Morgan Securities LLC (ATLANTA GA)
GA
07/29/2015 - 05/15/2024
WELLS FARGO CLEARING SERVICES, LLC (ATLANTA GA)
IA
Issued 10/09/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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