Jerri L. Loveland
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.
Jerri Lynn Loveland, who also goes by Jerri Loveland, Jerri Lynn Richardson, was a registered financial professional .
Jerri is a previously registered financial professional and started their career in finance in 2011. Jerri had worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 7, 2016 - July 27, 2016
PENSION CONSULTANTS INC
May 5, 2014 - December 3, 2015
WADDELL & REED
May 5, 2014 - December 3, 2015
WADDELL & REED
December 12, 2012 - April 7, 2014
MORGAN STANLEY
December 12, 2012 - April 7, 2014
MORGAN STANLEY
October 17, 2011 - November 19, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
September 12, 2011 - November 19, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
PENSION CONSULTANTS INC
CRD#: 113914 / SEC#: 801-56704
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
PENSION CONSULTANTS INC
CRD#: 113914 / SEC#: 801-56704
Contact information
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 146 |
| AUM (Assets Under Management) | $ 4,921,817,688 |
Red Flags
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