Jerrell D. Watkins
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.
Jerrell Devivier Watkins, who also goes by Jay Watkins, was a registered financial professional .
Jerrell is a previously registered financial professional and started their career in finance in 1995. Jerrell had worked at 6 firms and has passed the Series 65, Series 63, Series 22 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 18, 2009 - April 26, 2012
MANAGED FINANCIAL SERVICES CORP INC
March 9, 2001 - April 20, 2005
TRANSAMERICA FINANCIAL ADVISORS, LLC
March 9, 2001 - April 20, 2005
TRANSAMERICA FINANCIAL ADVISORS, LLC
January 3, 1997 - April 3, 2001
FFP SECURITIES, INC.
June 1, 1996 - December 31, 1996
WALNUT STREET SECURITIES, INC.
September 5, 1995 - June 1, 1996
NORTH AMERICAN MANAGEMENT, INC.
July 20, 1995 - July 28, 1995
NATIONAL PLANNING CORPORATION
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
MANAGED FINANCIAL SERVICES CORP INC
CRD#: 109806 / SEC#: 801-56058
Contact information
Regulatory assets under management
| Total Number of Accounts | 358 |
| AUM (Assets Under Management) | $ 56,655,508 |
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.
