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Jeffrey Kirkland Kerrigan

TEN ASSET MANAGEMENT, INC.·OJAI, California
Series 2, Series 65Clean record13 years registeredTEN ASSET MANAGEMENT, INC.
407C BRYANT CIRCLE, OJAI, CA 93023-4209CRD# 2492389Firm CRD# 134021

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Kirkland Kerrigan · OJAI, CA
Registration
CRD #2492389 · TEN ASSET MANAGEMENT, INC. · 13 years registered
Brand Profile
Not yet started
01

Career History

CONGRESS ASSET MANAGEMENT COMPANY, LLP
Nov 2017 – present
HABER TRILIX ADVISORS, LP
Aug 2013 – Nov 2013
BOSTON, MA
TEN ASSET MANAGEMENT, INC.
Oct 2012 – Aug 2013
OJAI, CA
02

Registrations & Exams

FINRA examinations passed
Series 2
Series 65
Registration record
First registered · October 8, 2012
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TEN ASSET MANAGEMENT, INC.
CRD 134021 · SEC 801-63945
AUM
$30M
Regulatory assets under management
Employees
4
8 client accounts
Services offered by TEN ASSET MANAGEMENT, INC.
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at TEN ASSET MANAGEMENT, INC. →
Introduction

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05

Frequently Asked Questions

What services does Jeffrey Kirkland Kerrigan offer?
Jeffrey Kirkland Kerrigan specializes in Investment Management, Wealth Management. Contact their office in OJAI, California for a consultation.
What are Jeffrey Kirkland Kerrigan's credentials?
Jeffrey Kirkland Kerrigan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Kirkland Kerrigan located?
Jeffrey Kirkland Kerrigan is based in OJAI, California, working with TEN ASSET MANAGEMENT, INC.. Their office serves clients in the OJAI metropolitan area and surrounding communities.
How does Jeffrey Kirkland Kerrigan charge for services?
Jeffrey Kirkland Kerrigan's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TEN ASSET MANAGEMENT, INC.?
TEN ASSET MANAGEMENT, INC. has approximately 4 employees and manages $30M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TEN ASSET MANAGEMENT, INC.

Ronald Joe Auer
OJAI, CA
Robert Russel Zimmer
OJAI, CA
Dale Herman Stevens
OJAI, CA
Nathan Reed Wallace
OJAI, CA

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