JL
JL
Jerry Lawhead
26 Years of Experience
Robinson, IL
1 DisclosureBroker
Jerry Lawhead is a registered investment advisor at Wells Fargo Advisors, based in Robinson, IL, with 26 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
300 West Main Street Suite 3, [Satellite], Robinson, IL, 62454
Get directionsHistory
Regulatory History (1)
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Customer Dispute
December 2020Denied
Other Business Activities
Jerry is an assistant football coach at Robinson High School and owns CoachJLaw LLC. Both activities take about a quarter of his time each.
Employment History
Current Registrations
Wells Fargo Advisors
February 2023 - Present · 3 yrs 3 mos
Wells Fargo Advisors Financial Network, LLCBroker
February 2023 - Present · 3 yrs 3 mos
Previous Registrations
Edward Jones
June 2018 - February 2023 · 4 yrs 8 mos
Edward JonesBroker
June 2018 - February 2023 · 4 yrs 8 mos
Fifth Third Securities, INC.Broker
April 2015 - June 2018 · 3 yrs 2 mos
Fifth Third Securities, INC.
April 2015 - June 2018 · 3 yrs 2 mos
Raymond James & Associates, INC.
February 2013 - May 2015 · 2 yrs 3 mos
Raymond James & Associates, INC.Broker
February 2013 - May 2015 · 2 yrs 3 mos
Morgan Keegan & Company, INC.
July 2004 - February 2013 · 8 yrs 7 mos
Morgan Keegan & Company, INC.Broker
July 2004 - February 2013 · 8 yrs 7 mos
Union Planters Investment Advisors, INC.
December 2003 - August 2004 · 8 mos
Pfic Securities CorporationBroker
November 2001 - August 2004 · 2 yrs 9 mos
Edward JonesBroker
June 1999 - November 2001 · 2 yrs 5 mos
State Registrations27 states
ALAZCACOFLIAILINKSKYMAMDMEMONCNJNMNYOHORPARISCSDTNTXVA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.