Jeffrey Eric Jerdin
Professional Summary
Jeffrey Eric Jerdin, who also goes by Jeff Jerdin, Jeffrey Jerdin, is a registered financial advisor currently at FALLBROOK CAPITAL SECURITIES CORP. located in Calabasas, California. Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 2013. Jeffrey has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jeff Jerdin, Jeffrey Jerdin
Similar Advisors
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT
RBC CAPITAL MARKETS, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT
RBC CAPITAL MARKETS, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT
RBC CAPITAL MARKETS, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT
RBC CAPITAL MARKETS, LLC
Years of Experience
12 years in the financial services industry
Current & Past Employments
Similar Advisors
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT
RBC CAPITAL MARKETS, LLC
Current Firm
CALABASAS CAPITAL | FALLBROOK CAPITAL SECURITIES CORP. | FALLBROOK CAPITAL CORPORATION
Contact Information
Main Address
26610 Agoura Road Suite 120, Calabasas, CA 91302Mailing Address
26610 Agoura Road Suite 120, Calabasas, CA 91302Phone Number
(818) 657-6100Established
Florida since 08/04/1999Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (26 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
Similar Advisors
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT
RBC CAPITAL MARKETS, LLC
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.
Similar Advisors
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT
RBC CAPITAL MARKETS, LLC
State Registrations and Notice Filings
(8/1/2017)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
Similar Advisors
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT
RBC CAPITAL MARKETS, LLC
CRS (Client Relationship Summary) - BD
Click below to view Jeffrey Eric Jerdin's CRS (Customer Relationship Summary).
Similar Advisors
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT
RBC CAPITAL MARKETS, LLC
