Sherri Jannise is a registered investment advisor, based in Fort Worth, TX, with 25 years of industry experience.
Location
Fort Worth, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Sherri holds a minority partnership with her spouse in Jim's Lock and Safe, a locksmith business, since 2013. She serves as Secretary/Treasurer but does not participate in any activity related to the business, dedicating minimal time to it.
Employment History
Current Registrations
First Command Brokerage Services, INC.Broker
First Command Advisory Services
First Command Brokerage Services, INC.
Previous Registrations
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
First Command Advisory Services
First Command Brokerage Services, INC.Broker
TD Ameritrade, INC.Broker
First Command Advisory Services
First Command Financial Planning, INC.
First Command Financial Planning, INC.Broker
Fidelity Brokerage Services LLCBroker
National Financial Services LLCBroker
TD Ameritrade, INC.Broker
TD Ameritrade Clearing, INC.Broker
TD Ameritrade, INC.Broker
Ameritrade, INC.Broker
AmeritradeBroker
State Registrations1 state
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