Trustee · The Sherry Group, Inc.
Jeri J. Sherry
CRD 5505851 · Named on Form ADV at one SEC-registered adviser
At a glance
The Sherry Group, Inc., an SEC-registered wealth manager based in Mountain Home, AR with $130 million in regulatory assets, lists Jeri J. Sherry on its Form ADV as Trustee, a control person.
Firms and roles
- The Sherry Group, Inc.TrusteeWealth manager · Mountain Home, AR · $130M in regulatory assets
AtlasMembers
Jeri’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- H. Raymond SherryPresident, Secretary Treasurer, The Sherry Group, Inc.
- Thomas R. CzanstkowskiChief Compliance Officer, The Sherry Group, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeri’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.