Jerri Hammons

SEASIDE WEALTH MANAGEMENT

Carlsbad, CA 92009

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CRD#: 5419883

Professional summary

Jerri Hammons, AIF®, who also goes by Jerri Jacquelyn Hammons, Jerri J Plowman, Jerri Jacquelyn Plowman, is a registered financial advisor currently at SEASIDE WEALTH MANAGEMENT, INC. located in Carlsbad, California.

Jerri is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Jerri has worked at 5 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jerri Jacquelyn Hammons | Jerri J Plowman | Jerri Jacquelyn Plowman

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) - RIA

Click below to view Jerri Hammons'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

January 1, 2023 - Present

SEASIDE WEALTH MANAGEMENT, INC.

Office #1: 6154 Innovation Way, Carlsbad, CA 92009

RIA

CRD#: 271039

Carlsbad, CA

Past

September 23, 2016 - October 25, 2019

INTEGRATED ADVISORS NETWORK LLC

RIA

CRD#: 171991

Rancho Santa Fe, CA

Past

January 13, 2016 - October 12, 2016

ARETE WEALTH MANAGEMENT, LLC

CRD#: 44856

CARLSBAD, CA

Past

September 22, 2014 - December 19, 2017

AXXCESS WEALTH MANAGEMENT, LLC

RIA

CRD#: 164081

CARLSBAD, CA

Past

December 3, 2007 - January 29, 2014

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

CARLSBAD, CA

Past

November 16, 2007 - January 29, 2014

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

CARLSBAD, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SEASIDE WEALTH MANAGEMENT, INC.

CRD#: 271039 / SEC#: 801-111750

RIA

Registered Investment Advisory firm - (9/27/2017 Approved)

California

Registered Investment Advisory firm - (10/29/2017 Terminated)

Texas

Registered Investment Advisory firm - (9/29/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(1/1/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/28/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 12/1/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/12/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/15/2007

General Securities Representative Examination

Current Firm

SEASIDE WEALTH MANAGEMENT, INC.

CRD#: 271039 / SEC#: 801-111750

RIA

Registered Investment Advisory firm - (9/27/2017 Approved)

California

Registered Investment Advisory firm - (10/29/2017 Terminated)

Texas

Registered Investment Advisory firm - (9/29/2017 Terminated)

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Contact information

Main Address

6154 Innovation Way, Carlsbad, CA 92009

Mailing Address

Phone number

(760) 730-8120

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (8/18/2025)

Regulatory assets under management

Total Number of Accounts	1,170
AUM (Assets Under Management)	$ 362,311,582

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.

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Advisor Monitoring

Firm Stability Insights

Jerri Hammons

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jerri Hammons's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTEGRATED ADVISORS NETWORK LLC

ARETE WEALTH MANAGEMENT, LLC

AXXCESS WEALTH MANAGEMENT, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

SEASIDE WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/28/2022

Series 66

Date: 12/1/2007

SIE

Date: 10/12/2016

Series 7

Date: 11/15/2007

Current Firm

SEASIDE WEALTH MANAGEMENT, INC.

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SEASIDE WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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