Jeffrey C. Jellison
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.
Jeffrey Carter Jellison was a registered financial professional .
Jeffrey is a previously registered financial professional and started their career in finance in 1993. Jeffrey had worked at 5 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
December 17, 2009 - October 10, 2025
INSTITUTIONAL CASH DISTRIBUTORS, LLC
March 28, 2003 - April 30, 2010
MERRIMAN CAPITAL, INC.
May 30, 2001 - October 21, 2002
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
November 2, 1995 - April 28, 2000
NEWEDGE SECURITIES, LLC
December 15, 1993 - November 22, 1995
PROFUNDS DISTRIBUTORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
INSTITUTIONAL CASH DISTRIBUTORS, LLC
CRD#: 149635 / SEC#: , 8-68161
Contact information
FINRA licenses (51 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| ICD INTERMEDIATE HOLDCO 2 LLC | HOLDING COMPANY | |
| BRUNER, CHRISTIAN ADAM | BOARD MEMBER | 5661505 |
| CLACK, AMY | BOARD MEMBER | 4882071 |
| HAZARD, VICTOR JAMES IV | CEO / COO | 1871503 |
| KAHNEY, DOUGLAS RYAN | CHIEF COMPLIANCE OFFICER | 4903813 |
| NEWTON, THOMAS PHILLIP | MANAGING DIRECTOR | 2114728 |
| PITTINSKY, JONATHAN DAVID | CFO/FINOP | 4291263 |
| SERRAO, ASHLEY NEIL | BOARD MEMBER | 5360541 |
| WOOD, ELISABETH KIRBY | BOARD MEMBER | 4929181 |
Red Flags
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