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Karrie Jean Jerry

AXXES ADVSORS I LLC·CORAL GABLE, Florida
Clean recordAXXES ADVSORS I LLC
3011 PONCE DE LEON BLVD SUITE 1420, CORAL GABLE, FL 33134CRD# 6552181Firm CRD# 332460

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Karrie Jean Jerry · CORAL GABLE, FL
Registration
CRD #6552181 · AXXES ADVSORS I LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Karrie Jean Jerry is a registered financial advisor based in CORAL GABLE, Florida, affiliated with AXXES ADVSORS I LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Institutional Investors
Introduction

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03

Firm Overview

Firm
AXXES ADVISORS I LLC
AXXES ADVISORS I LLC
AUM
$100K
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at AXXES ADVISORS I LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6552181
Firm CRD# 332460
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Karrie Jean Jerry offer?
Karrie Jean Jerry specializes in Investment Management. Contact their office in CORAL GABLE, Florida for a consultation.
What are Karrie Jean Jerry's credentials?
Karrie Jean Jerry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Karrie Jean Jerry located?
Karrie Jean Jerry is based in CORAL GABLE, Florida, working with AXXES ADVSORS I LLC. Their office serves clients in the CORAL GABLE metropolitan area and surrounding communities.
How does Karrie Jean Jerry charge for services?
Karrie Jean Jerry'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 AXXES ADVSORS I LLC?
AXXES ADVSORS I LLC has approximately 16 employees and manages $100K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AXXES ADVSORS I LLC

Gary J Bachman
CORAL GABLE, FL
Joseph Edward Dagrosa
CORAL GABLE, FL
Adam Lawrence Kaplan
CORAL GABLE, FL

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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