Jermaine Guthrie is a CFP-designated registered investment advisor, based in Owings Mills, MD, with 21 years of industry experience.
Location
10065 Red Run Boulevard, Suite 200, Owings Mills, MD, 21117
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Regulatory History
Clean regulatory record
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.
Learn about disclosures →Employment History
Current Registrations
Dai Securities, LLCBroker
April 2025 - Present · 1 yr 3 mos
Prosperity - an Eisneramper Company
October 2024 - Present · 1 yr 9 mos
Previous Registrations
Mariner Wealth
June 2023 - September 2024 · 1 yr 3 mos
Morgan Stanley
June 2021 - June 2023 · 2 yrs
Morgan StanleyBroker
May 2021 - June 2023 · 2 yrs 1 mo
Advice and Planning Services
January 2014 - November 2020 · 6 yrs 10 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
September 2011 - November 2020 · 9 yrs 2 mos
E*trade Securities LLCBroker
July 2004 - January 2011 · 6 yrs 6 mos
Maxim Group LLCBroker
March 2003 - March 2004 · 1 yr
State Registrations3 states
FLNYTX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.