Jeri Shook (CRD# 2888488) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Battle Creek, MI and has over 26 years of experience in the finance industry.
CRD# 2164875
Lpl Financial LLC
CRD# 5768463
Lvm Capital Management Ltd
CRD# 4972508
626 Financial, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James & Associates, Inc. | Battle Creek, MI | May 2012 - Current | 12 |
| Hilliard Lyons | Battle Creek, MI | Nov 1997 - Current | 26 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1997 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2010 |
- MI
-
Total Assets Under Management350,042MILLIONS
-
Total Number of Accounts992,551ACCOUNTS
-
Average Account Value$352,669
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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