Jeb B. Terry
Professional summary
Jeb Barton Terry is a registered financial advisor currently at ABERDEEN INVESTMENT MANAGEMENT, LLC located in Dallas, Texas.
Jeb is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Jeb has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeb Barton Terry's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 2, 2003 - Present
ABERDEEN INVESTMENT MANAGEMENT, LLC
Office #1: Old Parkland, Oak Lawn Hall 3879 Maple Avenue, Suite 100, Dallas, TX 75219February 9, 1996 - July 31, 2001
J.P. MORGAN SECURITIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/2/2003)
Exams
Current Firm
ABERDEEN INVESTMENT MANAGEMENT, LLC
CRD#: 115070 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 18 |
| AUM (Assets Under Management) | $ 6,923,816 |
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
ABERDEEN INVESTMENT MANAGEMENT, LLC
CRD#: 115070Dallas, TX 75219TRUST BUT VERIFY
Monitor Jeb Terry
Get automatic monthly alerts on:
