Jerry Jarrett

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 06/2012 → 07/2018
  Edward Jones
  St. Louis, MO
• 12/2018 → 01/2019
  Pruco Securities, Llc.
  Franklin, TN
• 12/2018 → 01/2019
  The Prudential Insurance Co Of America
  Franklin, TN
• 07/2018 → 12/2018
  Unemployed
  Hendersonville, TN
• 02/2019 → Present
  Regions Bank
  Hendersonville, TN
• 02/2019 → Present
  Cetera Investment Advisers Llc
  Hendersonville, TN
• 02/2019 → Present
  Cetera Investment Services Llc
  St. Cloud, MN

Previous Registrations

• 2018-12-14 → 2019-02-04
  Pruco Securities, Llc.
  Franklin, TN
• 2012-06-01 → 2018-07-06
  Edward Jones
  Hendersonville, TN
  St Louis, MO
  Hendersonville, TN
  Hendersonville, TN
• 2011-06-03 → 2012-03-05
  Morgan Stanley
  Nashville, TN
  Nashville, TN

Other Businesses

1. REGISTERD AGENT OF TALITRIX TENNESSEE LLC; SON'S CRIMINAL JUSTICE BUSINESS; ONLY INVOLVEMENT IS FORWARDING MAIL RECEIVED

Exams

• S66 Uniform Combined State Law Examination
  2011-06-02
• S63 Uniform Securities Agent State Law Examination
  2009-07-29

Other Names

• Jerry W Jarrett
• Jerry Winston Jarrett Jr
• Jerry Jarrett
• Jerry Winston Jarrett