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Jeri Jean Sherry

THE SHERRY GROUP, INC.·MOUNTAIN HOME, Arkansas
Clean recordTHE SHERRY GROUP, INC.
5 E. 6TH STREET, MOUNTAIN HOME, AR 72653CRD# 5505851Firm CRD# 146271

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeri Jean Sherry · MOUNTAIN HOME, AR
Registration
CRD #5505851 · THE SHERRY GROUP, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeri Jean Sherry is a registered financial advisor based in MOUNTAIN HOME, Arkansas, affiliated with THE SHERRY GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
THE SHERRY GROUP, INC.
THE SHERRY GROUP, INC.
AUM
$36M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at THE SHERRY GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5505851
Firm CRD# 146271
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeri Jean Sherry offer?
Jeri Jean Sherry specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MOUNTAIN HOME, Arkansas for a consultation.
What are Jeri Jean Sherry's credentials?
Jeri Jean Sherry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeri Jean Sherry located?
Jeri Jean Sherry is based in MOUNTAIN HOME, Arkansas, working with THE SHERRY GROUP, INC.. Their office serves clients in the MOUNTAIN HOME metropolitan area and surrounding communities.
How does Jeri Jean Sherry charge for services?
Jeri Jean Sherry's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE SHERRY GROUP, INC.?
THE SHERRY GROUP, INC. has approximately 1 employees and manages $36M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at THE SHERRY GROUP, INC.

Harold Raymond Sherry
MOUNTAIN HOME, AR
Thomas Ronald Czanstkowski
MOUNTAIN HOME, AR

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Arkansas
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City Guides
LITTLE ROCK GuideROGERS GuideFAYETTEVILLE GuideNORTH LITTLE ROCK GuideBENTONVILLE Guide
Research
Advisor Fees in ArkansasNational Fee Analysis
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