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KH

Kerrisha J. Hansen

PIMCO INVESTMENTS LLC
Newport Beach, CA 92660
Some features on this profile are disabled
CRD#: 3262619
KH

Professional summary


Kerrisha Jenkins Hansen, who also goes by Kerrisha Shellia Jenkins, Kerrisha Jenkins, is a registered financial professional currently at PIMCO INVESTMENTS LLC located in Newport Beach, California.

Kerrisha is registered as a RR (Registered Representative) and started their career in finance in 1999. Kerrisha has worked at 4 firms and has passed the Series 63, Series 3, SIE, Series 7 and Series 62 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Kerrisha Shellia Jenkins | Kerrisha Jenkins

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.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Kerrisha Jenkins Hansen's CRS (Customer Relationship Summary).
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®
None

Experience


Current

June 28, 2021 - Present

PIMCO INVESTMENTS LLC

Office #1: 650 Newport Center Dr., Newport Beach, CA 92660
BD
CRD#: 154957
Newport Beach, CA
Past

January 11, 2018 - June 4, 2021

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
Newport, CA
Past

January 29, 2014 - December 13, 2017

CLARION PARTNERS SECURITIES, LLC

BD
CRD#: 166384
LOS ANGELES, CA
Past

May 11, 2013 - January 29, 2014

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
LOS ANGELES, CA
Past

July 30, 1999 - July 11, 2001

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(6/28/2021)
RR
California
(6/28/2021)
RR
Illinois
(6/28/2021)
RR
New Mexico
(6/28/2021)
RR
Oregon
(7/28/2021)
RR
Utah
(7/28/2021)
RR
Washington
(7/28/2021)

Exams


State Security Law Exam
RR
Series 63
Date: 6/28/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 3
Date: 12/20/2021
National Commodity Futures Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 7/28/1999
Corporate Securities Limited Representative Examination
SRO Registrations
RR
FINRA

Current Firm


PI
PIMCO INVESTMENTS LLC
PIMCO INVESTMENTS LLC

CRD#: 154957 / SEC#: , 8-68686

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
1633 Broadway 45th Floor, New York, NY 10019
Mailing Address
1633 Broadway 45th Floor, New York, NY 10019
Phone number
(212) 739-3000
Established
Delaware since 07/07/2010
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
PACIFIC INVESTMENT MANAGEMENT COMPANY LLCSOLE MEMBER104559
BENTLEY, JAMES DANIELMANAGER, BOARD OF MANAGERS5138093
BURG, ANTHONY ALANTREASURER6005184
DUBITZKY, YITZHAK ZVICHIEF COMPLIANCE OFFICER & CHIEF LEGAL OFFICER6897287
FERRARI, DAVID RICHARDPRINCIPAL FINANCIAL OFFICER & FINANCIAL AND OPERATIONS PRINCIPAL6004690
HALL, GREGORY WESTONPRINCIPAL EXECUTIVE OFFICER & CHAIRMAN, BOARD OF MANAGERS3111343
OGLESBY, SARAH JANESECRETARY7676855
PITTERS, CALEB JOSEPH ALEXANDER JRMANAGER, BOARD OF MANAGERS3198603
SUTHERLAND, ERIC MICHAELPRESIDENT & MANAGER, BOARD OF MANAGERS1724744
THOMAS, MARK GARETHHEAD OF BUSINESS MANAGEMENT2923871
TRACY, LAUREN RITAMANAGER, BOARD OF MANAGERS4027974
WHITTAKER, MEGAN HAYESAML COMPLIANCE OFFICER6442805

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


PIMCO INVESTMENTS LLC

CRD#: 154957Newport Beach, CA 92660

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