Devon Jerrard is a registered investment advisor, based in Greenwood Village, CO, with 10 years of industry experience.
Location
8515 East Orchard Rd 4T2, Greenwood Village, CO, 80111
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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.
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Devon owns DMJ Holdings, a rental property LLC, since 2022. Devon spends minimal time on this activity.
Employment History
Current Registrations
Empower Advisory Group, LLC
August 2022 - Present · 3 yrs 9 mos
Empower Financial Services, INC.
August 2022 - Present · 3 yrs 9 mos
Empower Financial Services, INC.Broker
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2018 - July 2022 · 4 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2018 - July 2022 · 4 yrs 2 mos
Pruco Securities, LLC.Broker
May 2017 - February 2018 · 9 mos
Prudential Financial Planning Services
May 2017 - February 2018 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2014 - August 2015 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2014 - August 2015 · 8 mos
Morgan Stanley
January 2014 - November 2014 · 10 mos
Morgan StanleyBroker
November 2013 - November 2014 · 1 yr
State Registrations46 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.