Orange County wealth management firm IWM Partners has said that Jade Terry, currently a marketing associate for the firm, has earned her series 7 credential - a registration which is held through LPL Financial - allowing her to assist with the firm’s financial services while continuing her current marketing and communication duties.

Terry joined IWM Partners in 2012 as a marketing associate, assisting with client events and educational workshops, and ensuring that clients are kept up to date with economic and office news via social media, email, newsletters, the website and much more. Terry’s background is in online marketing as well as consumer and non-profit public relations.

In her new role as an LPL registered administrative assistant, Terry will help enhance operational efficiency and client service at IWM Partners.

The series 7 is a general securities registered representative credential administered by the Financial Industry Regulatory Authority (FINRA) that permits representatives to communicate with retail investors.