Jeffrey Byron Mermilliod

Current Employers

Employment History

• 08/2010 → 08/2023
  Us Air Force Reserve
  Joint Base Lewis-Mcchord, WA
• 08/2016 → 12/2016
  Waddell & Reed, Inc.
  Portland, OR
• 01/2017 → 02/2020
  Finity Group/Cambridge Investment Research, Inc.
  Fairfield, IA
• 02/2020 → 03/2023
  20/20 Capital Management/Prime Capital Investment Advisors, Llc
  Winter Park, FL
• 02/2020 → 12/2021
  Ameritas Investment Company, Llc
  Lincoln, NE
• 03/2023 → Present
  Finance Wisdom Llc
  Edgewood, NM

Previous Registrations

• 2022-03-11 → 2023-03-31
  Prime Capital Financial
  Costa Mesa, CA
  Overland Park, KS
  Winter Park, FL
  Corrales, NM
  Edgewood, NM
• 2020-02-24 → 2022-12-31
  20/20 Capital Management, Inc
  Corbett, OR
  Winter Park, FL
• 2017-01-03 → 2020-02-28
  Cambridge Investment Research Advisors, Inc.
  Portland, OR

Other Businesses

1. 03/31/2023- Independent Insurance Agent as a sole prop under Jeffrey Mermilliod; Investment Related: Yes; 2 Abajo Ct, Edgewood, NM 87015; Independent Insurance Agent; Approximately five hours a month are spent on this activity; approximately five hours are spent during trading hours; Assist individual if they need Life, Disability, and/or Long Term Care insurance. Start Date: 03/31/2023. 2. 1/01/2026 - Business Consultant as a sole prop under Jeffrey Mermilliod; Investment Related: No; 2 Abajo Ct, Edgewood, NM 87015; Business Consultant; Approximately five hours a month are spent on this activity; approximately five hours are spent during trading hours; provides business advice; Start Date 01/01/2026.

Exams

• S66 Uniform Combined State Law Examination
  2016-12-22