AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
JH

Jerry L. Haguewood

Some features on this profile are disabled
CRD#: 1212626
JH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jerry Lee Haguewood, who also goes by Gerald Jerry Lee Haguewood, Jerry L Haguewood, was a registered financial professional .

Jerry is a previously registered financial professional and started their career in finance in 1987. Jerry had worked at 8 firms and has passed the Series 63 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Gerald Jerry Lee Haguewood | Jerry L Haguewood

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

February 8, 2011 - July 18, 2011

SIGNATOR FINANCIAL SERVICES, INC.

BD
CRD#: 19061
PENDLETON, OR
Past

August 23, 2010 - December 10, 2010

INDEPENDENT FINANCIAL GROUP, LLC

BD
CRD#: 7717
PENDLETON, OR
Past

March 26, 2010 - July 30, 2010

NATIONAL PLANNING CORPORATION

BD
CRD#: 29604
PENDLETON, OR
Past

January 3, 2008 - November 12, 2009

WOODSTOCK FINANCIAL GROUP, INC.

BD
CRD#: 38095
PENDLETON, OR
Past

September 21, 2001 - January 25, 2008

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
PENDLETON, OR
Past

May 20, 1994 - September 19, 2001

1717 CAPITAL MANAGEMENT COMPANY

BD
CRD#: 4082
NEWARK, DE
Past

July 19, 1990 - October 5, 1996

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
WINDSOR, CT
Past

April 8, 1987 - March 9, 1990

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
EL SEGUNDO, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 4/7/2003
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


SF
SIGNATOR FINANCIAL SERVICES, INC.
PNMR SECURITIES, INC. | SYMETRA INVESTMENT SERVICES, INC. | SIS FINANCIAL & INSURANCE SERVICES | SIGNATOR FINANCIAL SERVICES, INC. | SAFECO INVESTMENT SERVICES, INC.

CRD#: 19061 / SEC#: 801-66750, 8-37112

BD
Terminated by SEC on 02/15/2016
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
197 Clarendon Street C-08-05, Boston, MA 02116
Mailing Address
Phone number
Established
Washington since 11/05/1986
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

SIGNATOR FINANCIAL SERVICES ADVISORY WRAP FEE DISCLOSURE DOCUMENT (3/31/2015)

Direct owners and executive officers


NamePositionCRD#
JOHN HANCOCK FINANCIAL NETWORK, INC.PARENT COMPANY
ABERIZK, EMIL JOSEPH JRDIRECTOR1049525
ARMSTRONG, ABIGAIL MARIESECRETARY/CLERK & COUNSEL1239945
CLARK, JEFFREY STEPHENVICE PRESIDENT, DIRECTOR OF FINANCE, FINANCIAL PRINCIPAL4974902
HEAPPS, BRIAN BASILDIRECTOR1666475
HORACK, THOMAS JOSEPHCHIEF COMPLIANCE OFFICER861315
K VD HAGEN, HALINADIRECTOR6582303
KARMAN, MITCHELL ANDREWDIRECTOR2837307
MARYANOPOLIS, CHRISTOPHERPRESIDENT3041077
REBMAN, JILL DENISEDIRECTOR6520386
RIGATTI, MATTHEW FORRESTDIRECTOR2461646
RISPOLI, FRANK JOSEPHDIRECTOR4364402
SUMINSKI, JOHN WILLIAMDIRECTOR6009337
TETA, ANTHONY MAURICEDIRECTOR4617856

Disclosures


Regulatory Event2

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SIGNATOR FINANCIAL SERVICES, INC.

CRD#: 19061

TRUST BUT VERIFY

Monitor Jerry Haguewood

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics