Ronald E. Jerro
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.
Ronald Elias Jerro was a registered financial professional .
Ronald is a previously registered financial professional and started their career in finance in 1970. Ronald had worked at 12 firms and has passed the Series 66, V06 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, 1996 - April 2, 2013
AMERITAS INVESTMENT COMPANY, LLC
November 8, 1991 - December 20, 1996
INVESTORS SECURITY COMPANY, INC.
February 27, 1991 - August 28, 1991
LASALLE ST SECURITIES, L.L.C.
March 23, 1990 - December 31, 1990
OPPENHEIMER & CO. INC.
April 10, 1986 - March 23, 1990
B.C. CHRISTOPHER SECURITIES CO.
February 28, 1975 - March 17, 1986
INDUSTRY SAVINGS PLANS, INC.
July 5, 1973 - March 22, 1975
CNA INVESTOR SERVICES, INC.
January 22, 1973 - October 6, 1973
PENNSYLVANIA SECURITIES COMPANY
May 14, 1971 - July 27, 1973
PENNSYLVANIA EQUITIES CORPORATION
March 17, 1971 - May 14, 1971
GLENWOOD EQUITIES CORP
April 20, 1970 - February 25, 1971
INTEGRATED RESOURCES EQUITY CORPORATION
January 13, 1970 - July 1, 1982
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
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
V06
Date: 1/31/1968
Variable Annuities Module ExaminationCurrent Firm
AMERITAS INVESTMENT COMPANY, LLC
CRD#: 14869 / SEC#: 801-undefined, 8-31296
Contact information
FINRA licenses (51 States and Territories)
Documents
Part 2 Brochures
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| AMERITAS LIFE INSURANCE CORP. | BENEFICIAL OWNER | |
| BEASLEY, RYAN CHARLES | MEMBER BOARD OF DIRECTORS | 2943009 |
| BERTHOLD, RICHARD AARON | VICE PRESIDENT, OPERATIONS | 4433172 |
| BIEL, ROLLIN LYNN | FINANCIAL AND OPERATIONS PRINCIPAL | 5101711 |
| HALVERSON, KELLY JAY | MEMBER BOARD OF DIRECTORS | 7977580 |
| KINSELLA, MATTHEW JOHN | CHIEF COMPLIANCE OFFICER | 5217108 |
| KORTE, BRENT FRAZIER | MEMBER BOARD OF DIRECTORS | 4808103 |
| ROBSON, JEREMY MICHAEL | PRESIDENT AND MEMBER BOARD OF DIRECTORS | 4147931 |
| SCHUBAUER, TYLER JOSEPH | CORPORATE SECRETARY | 6392775 |
| SHERFFIUS, MARIA ELIZABETH | SECOND VICE PRESIDENT - COMPLIANCE OFFICER | 2726500 |
| WU, MICHELE XIAOMING | MEMBER BOARD OF DIRECTORS | 7863936 |
Disclosures
| Regulatory Event | 21 |
| Arbitration | 2 |
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.