Jerri Hammons

Seaside Wealth Management, INC.

14 Years of Experience

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Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningHigh Net Worth

Seaside Wealth Management, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

6 advisors

Number of Clients

346 clients

Average Client Portfolio

$1.0M average

Assets Under Management

$362.3M

Fee Structure

Minimum Investment:$750K

Location

6154 Innovation Way, Carlsbad, CA, 92009

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History

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.

Employment History

Current Registrations

Seaside Wealth Management, INC.

January 2023 - Present · 3 yrs 1 mo

Previous Registrations

Integrated Advisors Network LLC

September 2016 - October 2019 · 3 yrs 1 mo

Arete Wealth Management, LLCBroker

January 2016 - October 2016 · 9 mos

Axxcess Wealth Management, LLC

September 2014 - December 2017 · 3 yrs 3 mos

Ameriprise Financial Services, INC.

December 2007 - January 2014 · 6 yrs 1 mo

Ameriprise Financial Services, INC.Broker

November 2007 - January 2014 · 6 yrs 2 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.