Terri M Jarrell

Employer firm

Gwn Securities Inc. CRD 128929

$4.75B regulatory AUM 54 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2006 → Present
  Strathy Hall Investments, Inc.
  Richmond Hill, GA
• 01/2011 → 12/2016
  Cetera Advisors Llc
  Denver, CO
• 01/2017 → Present
  Gwn Securities, Inc
  Palm Beach Gardens, FL

Previous Registrations

• 2011-01-12 → 2016-12-15
  Cetera Advisors Llc
  Richmond Hill, GA
  Greenwood Village, CO
• 2010-08-17 → 2010-12-31
  Gwn Securities Inc.
  Palm Beach Gardens, FL
  Lawrenceville, GA
  Richmond Hill, GA
• 2007-09-26 → 2010-08-04
  Mm Ascend Life Investor Services, Llc
  Richmond Hill, GA
  Cincinnati, OH
  Richmond Hill, GA
  Savannah, GA

Other Businesses

1)STRATHY HALL INVESTMENTS, INC., DBA JARRELL TAX & BUSINESS CONSULTANTS, P O BOX 1986, RICHMOND HILL, GA 31324. ACCOUNTING, TAX & INSURANCE; OWNER; 01/2006 TIL PRESENT, 120 HOURS MONTHLY; 120 HOURS, NOT INVESTMENT RELATED. PREPARE FINANCIAL STATEMENTS, INCOME TAX RETURNS, PAYROLL PREPARATION, PAYROLL TAX RETURNS, BUSINESS TAX RETURNS FORMS FOR GOVERNMENTAL AGENCIES, BUSINESS CONSULTING/PLANNING, INSURANCE SALES/CONSULTATION. RENTAL POSITION: Co-owner NATURE: Rental property of former residence. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2013 ADDRESS: 180 Mill Hill Rd, Richmond Hill GA 31324, United States DESCRIPTION: Make sure rent is collected and house is maintained/. ROBERT JARRELL Is Investment Related, DBA & Insurance Sales, Financial Professional, Insurance Agent 2017-01-01, 160 hours per month, 160 hours per month during trading hours, Commission Compensation, Securities DBA used in conjunction with investment sales STRATHY HALL RENTALS LLC Is Not Investment Related, rental property, Owner, 2019-04-02, 1 hours per month, 0 hours per month during trading hours, No Compensation Compensation, Make sure rent is collected and house is maintained ADDRESS: 1 Crossing Drive, Richmond, GA 31324 STRATHY RENTALS LLC Is Not Investment Related, Rental Property, Owner, 2019-04-02, 1 hours per month, 1 hours per month during trading hours, Other Compensation, Make sure rent is collected and house is maintained STRATHY RENTALS II LLC Is Not Investment Related, Rental Property, Owner, 2021-07-20, 1 hours per month, 0 hours per month during trading hours, Commission Compensation, Make sure rent is collected and house is maintained ADDRESS: 22 Dearborn Dr, Richmond Hill, GA 31324

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-06-22
• S63 Uniform Securities Agent State Law Examination
  2007-06-04

Designations

• Personal Financial Specialist

Other Names

• Terri Ann Mccall
• Terri M Jarrell
• Terri Mccall Jarrell