JM
JM

Jerry Mcewen

41 Years of Experience
Germantown, TN
2 DisclosuresBroker

Jerry Mcewen is a registered investment advisor at Wells Fargo Advisors, based in Germantown, TN, with 41 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

1924 Exeter Rd, Ste 1, Germantown, TN, 38138

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2025
Settled
Criminal
July 1970
Final Disposition
Other Business Activities

Jerry owns multiple rental properties in Memphis, TN, dedicating minimal time to them. He also has 50% ownership in Solutions Wealth Management, LLC, spending nearly full-time on this investment-related activity.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
May 2022 - Present · 4 yrs
Wells Fargo Advisors
May 2022 - Present · 4 yrs
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2008 - May 2022 · 14 yrs 4 mos
Wells Fargo Clearing Services, LLC
January 2008 - May 2022 · 14 yrs 4 mos
A. G. Edwards & Sons, INC.
February 2004 - January 2008 · 3 yrs 11 mos
A. G. Edwards & Sons, INC.Broker
April 2000 - January 2008 · 7 yrs 9 mos
Carty & Company, INC.Broker
November 1997 - July 1999 · 1 yr 8 mos
Prudential Securities IncorporatedBroker
February 1996 - November 1997 · 1 yr 9 mos
Painewebber IncorporatedBroker
December 1995 - February 1996 · 2 mos
Prudential Securities IncorporatedBroker
September 1991 - December 1995 · 4 yrs 3 mos
Wheat, First Securities, INC.Broker
September 1988 - September 1991 · 3 yrs
Union Planters Securities CorporationBroker
March 1986 - November 1986 · 8 mos
Umic, INC.Broker
January 1978 - April 1982 · 4 yrs 3 mos
Stewart-Johns Municipal Securities, INC.Broker
September 1977 - February 1978 · 5 mos
State Registrations23 states
ALARCACOCTFLGAIAILINKSKYLAMAMIMOMSNCNYOKPATNTX
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.
Jerry Mcewen - Financial Advisor | TrueAdvisor