Jerri Hammons has been an investment adviser representative at Seaside Wealth Management since January 2023, and is not listed among the firm’s executive officers or direct owners.
Seaside Wealth Management, Inc. is a Carlsbad, CA firm with $459M under management, 380 clients and 11 advisers in one office, as of its February 2026 filing.
Jerri Hammons is Associate Financial Planner at Seaside Wealth Management. She focuses on building relationships with clients and their families and manages account-related service requests such as opening new accounts, completing account transfers, and processing deposits and withdrawals. She started her career in financial services at Ameriprise Financial in 2007 and has worked as a paraplanner and then a financial planner.
Jerri Hammons’ longest registration was 6 years at Ameriprise Financial Services, Inc. (2007–2014). Before joining Seaside Wealth Management in 2023, Jerri Hammons was registered through Integrated Advisors Network LLC and Axxcess Wealth Management, LLC.
- – present · 3 yearsCarlsbad, CA · Adviser representative · Firm CRD 271039
- Integrated Advisors Network LLC– · 3 yearsRancho Santa Fe, CA · Adviser representative · Firm CRD 171991
- Axxcess Wealth Management, LLC– · 3 yearsCarlsbad, CA · Adviser representative · Firm CRD 164081
- Ameriprise Financial Services, Inc.– · 6 yearsCarlsbad, CA · Adviser representative · Firm CRD 6363
Professional designations
Listed by Seaside Wealth Management
- Accredited Investment Fiduciary® (AIF®)
Investment adviser representative registrations
Jerri Hammons is registered as an investment adviser representative in California, since January 2023.
- CaliforniaSince 1 January 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 October 2022 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 1 December 2007 |
| Series 7 | General Securities Representative Examination | 15 November 2007 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 5419883
- Firm
- Seaside Wealth Management · CRD 271039
- Office
- 6154 INNOVATION WAY, Carlsbad, CA 92009
- Registration
- Investment adviser registration
- In the industry since
- September 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- seasidewealth.com
Where does Jerri Hammons work?
Jerri Hammons is an investment adviser representative registered through Seaside Wealth Management, Inc. since January 2023, and is not listed among the firm’s executive officers or direct owners.
Is Jerri Hammons a financial advisor?
Yes. Jerri Hammons has a current investment-adviser registration in California, through Seaside Wealth Management since January 2023.
How many years of experience does Jerri Hammons have?
Jerri Hammons has 15 years in the financial industry, since September 2011, across 4 adviser firms.
What exams has Jerri Hammons passed?
Jerri Hammons has passed 3 licensing exams: the Series 7, Series 66 and Series 65. The earliest, the Series 7, was passed in November 2007. FINRA credited Jerri Hammons with the SIE, which began in October 2018.
Where did Jerri Hammons work before Seaside Wealth Management?
Before Seaside Wealth Management, Jerri Hammons was registered through Integrated Advisors Network LLC, September 2016 to October 2019; Axxcess Wealth Management, LLC, September 2014 to December 2017; Ameriprise Financial Services, Inc., December 2007 to January 2014.
Where is Jerri Hammons based?
Jerri Hammons’ registered office is in Carlsbad, CA.
Is Jerri Hammons registered with FINRA?
No. Jerri Hammons has no current broker registration.
How can I verify Jerri Hammons’ record?
Search CRD 5419883 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jerri Hammons’ full registration record.
