JT
Jeffrey J. Terrell
MTC WEALTH MANAGEMENT
Denver, NC
Some features on this profile are disabled
CRD#: 1369132
JT
Professional summary
Jeffrey James Terrell is a registered financial advisor currently at MTC WEALTH MANAGEMENT located in Denver, North Carolina.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Jeffrey has worked at 3 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey James Terrell's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 16, 2024 - Present
MTC WEALTH MANAGEMENT
RIA
CRD#: 305308
Denver, NC
Past
February 21, 2020 - December 15, 2023
TRUIST ADVISORY SERVICES, INC.
RIA
CRD#: 283390
CHARLOTTE, NC
Past
October 17, 2001 - December 31, 2003
BEACON INVESTMENT MANAGEMENT LLC
RIA
CRD#: 115126
GLOUCESTER, VA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MW
MTC WEALTH MANAGEMENT
MTC WEALTH MANAGEMENT | MTC WEALTH MANAGEMENT LLC
CRD#: 305308 / SEC#: 801-117300
RIA
Registered Investment Advisory firm - (9/6/2019 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Alabama(5/16/2024)
IAR
Alaska(5/16/2024)
IAR
Arkansas(5/16/2024)
IAR
California(5/16/2024)
IAR
Colorado(5/16/2024)
IAR
Connecticut(5/16/2024)
IAR
Delaware(5/16/2024)
IAR
Hawaii(5/16/2024)
IAR
Idaho(5/16/2024)
IAR
Illinois(5/16/2024)
IAR
Indiana(5/16/2024)
IAR
Iowa(5/16/2024)
IAR
Kansas(5/16/2024)
IAR
Kentucky(5/16/2024)
IAR
Louisiana(12/9/2024)
IAR
Maine(5/16/2024)
IAR
Maryland(5/16/2024)
IAR
Massachusetts(1/13/2025)
IAR
Michigan(5/16/2024)
IAR
Minnesota(5/16/2024)
IAR
Mississippi(5/16/2024)
IAR
Missouri(5/16/2024)
IAR
Montana(5/16/2024)
IAR
Nebraska(5/21/2024)
IAR
Nevada(5/20/2024)
IAR
New Hampshire(5/16/2024)
IAR
New Mexico(5/17/2024)
IAR
New York(5/16/2024)
IAR
North Carolina(5/16/2024)
IAR
North Dakota(6/3/2024)
IAR
Ohio(5/17/2024)
IAR
Oklahoma(5/16/2024)
IAR
Oregon(5/16/2024)
IAR
Pennsylvania(5/16/2024)
IAR
Puerto Rico(5/16/2024)
IAR
Rhode Island(5/16/2024)
IAR
South Carolina(5/16/2024)
IAR
South Dakota(5/16/2024)
IAR
Texas(5/16/2024)
IAR
Utah(5/16/2024)
IAR
Vermont(5/16/2024)
IAR
Virgin Islands(5/22/2024)
IAR
Virginia(5/16/2024)
IAR
Washington(5/16/2024)
IAR
West Virginia(5/23/2024)
IAR
Wisconsin(5/16/2024)
IAR
Wyoming(5/16/2024)
Exams
Current Firm
MW
MTC WEALTH MANAGEMENT
MTC WEALTH MANAGEMENT | MTC WEALTH MANAGEMENT LLC
CRD#: 305308 / SEC#: 801-117300
RIA
Registered Investment Advisory firm - (9/6/2019 Approved)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
14055 Riveredge Dr. Suite 525, Tampa, FL 33637
Mailing Address
Phone number
(888) 727-9191
Established
Firm type
Fiscal year end
# of Employees
17
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3 |
| AUM (Assets Under Management) | $ 207,695,797 |
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.
