Jerilyn Jensen
Professional summary
Jerilyn Jensen, who also goes by Jerilyn Jensen Cushman, Jerilyn Leigh Jensen, Jerilyn L. Jensen, Jerilyn Jensen Wager, Jerilyn Leigh Wager, is a registered financial professional currently at CETERA WEALTH SERVICES, LLC located in West Des Moines, Iowa.
Jerilyn is registered as a RR (Registered Representative) and started their career in finance in 2005. Jerilyn has worked at 10 firms and has passed the Series 7TO, Series 6TO, SIE, Series 7 and Series 6 exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jerilyn Jensen's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 27, 2024 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 1089 Jordan Creek Pkwy Suite 370, West Des Moines, IA 50266February 27, 2024 - July 2, 2026
CETERA INVESTMENT SERVICES LLC
February 27, 2024 - July 2, 2026
CETERA FINANCIAL SPECIALISTS LLC
February 27, 2024 - July 2, 2026
CETERA ADVISORS LLC
June 9, 2021 - November 3, 2021
CETERA WEALTH SERVICES, LLC
March 13, 2017 - June 9, 2021
VOYA FINANCIAL ADVISORS, INC.
August 11, 2011 - March 7, 2017
FBL MARKETING SERVICES, LLC
August 30, 2010 - November 22, 2010
MSI FINANCIAL SERVICES, INC.
November 6, 2007 - November 22, 2010
NEW ENGLAND SECURITIES
November 6, 2007 - November 22, 2010
METLIFE INVESTORS DISTRIBUTION COMPANY
June 8, 2005 - October 22, 2007
DIRECTED SERVICES LLC
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
Series 7TO
Date: 12/16/2022
General Securities Representative ExaminationSeries 6TO
Date: 12/16/2022
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
CETERA WEALTH SERVICES, LLC
CRD#: 13572 / SEC#: 801-47342, 8-29577
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CETERA FINANCIAL GROUP, INC. | SOLE MEMBER | |
| BUCHHEISTER, JEFFREY ROBERT | CHIEF FINANCIAL OFFICER | 4709900 |
| BUDEVICH, SERGE | VICE PRESIDENT AND TAX OFFICER | 7996345 |
| BURKOTT, DANIEL PAUL | BROKER DEALER CO-CHIEF COMPLIANCE OFFICER | 4710068 |
| COAXUM, KOFI SULE | VICE PRESIDENT | 5150018 |
| DOWELL, RODNEY CAMMERON | PRINCIPAL FINANCIAL OFFICER AND VICE PRESIDENT | 7376607 |
| GOK, LISA ANNE | SECRETARY | 5059738 |
| GOOLEY, THOMAS ANDREW | MANAGER | 4526760 |
| HALLORAN, THOMAS WILLIAM | VICE PRESIDENT | 1921834 |
| HOLWEGER, KIMBERLEY | CHIEF OPERATING OFFICER AND PRINCIPAL OPERATIONS OFFICER | 1572778 |
| LEE, WINNIE AI-LING | ASSISTANT SECRETARY | 7381661 |
| MACKAY, TODD CHRISTOPHER | CHIEF EXECUTIVE OFFICER | 2799860 |
| MCCALLOP, PATRICIA RUTHERFORD | BROKER DEALER CO-CHIEF COMPLIANCE OFFICER | 5059176 |
| MIZUGUCHI, MAURA | CHIEF ACCOUNTING OFFICER AND TREASURER | 5769181 |
| NEARY, JOSEPH DANIEL | MANAGER AND VICE PRESIDENT | 2993505 |
| RAMOS, RAMON | MONEY LAUNDERING REPORTING OFFICER | 2160203 |
| SMILEY, STANLEY ROBERT | VICE PRESIDENT | 3004604 |
| STINSON, TIMOTHY EARL MCCOY | PRESIDENT AND MANAGER | 2272183 |
| STONE, TIMOTHY PATRICK | VICE PRESIDENT | 3038963 |
| VAN HAVERMAAT, DAVID JAMES | ASSISTANT SECRETARY | 7042846 |
| WATTS, ANDREW DAVID | VICE PRESIDENT | 4780880 |
Regulatory assets under management
| Total Number of Accounts | 192,956 |
| AUM (Assets Under Management) | $ 46,651,447,975 |
Disclosures
| Regulatory Event | 20 |
| Civil Event | 2 |
| Arbitration | 15 |
Red Flags
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Company Information
CETERA WEALTH SERVICES, LLC
CRD#: 13572West Des Moines, IA 50266TRUST BUT VERIFY
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