Jerome SmithCRD Number: 6229388
Current Firm: Wells Fargo Advisors, LLC
Jerome Smith (CRD# 6229388) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Ansonia, CT and has over 3 years of experience in the finance industry.
Scholtz & Co
Halsey Associates Inc.
Td Private Client Wealth LLC
|Wells Fargo Advisors, Llc (||Meriden, CT||Jul 2013 - Current||3|
|Wells Fargo Bank Na||Meriden, CT||Oct 2012 - Current||4|
|Unemployed||West Haven, CT||May 2012 - Oct 2012||< 1|
|T-mobile Usa||Milford, CT||Feb 2010 - May 2012||2|
|Unemployed||Bridgeport, CT||Sep 2009 - Feb 2010||< 1|
|Wireless Advocates||Norwalk, CT||Mar 2006 - Sep 2009||3|
|Unemployed||Norwalk, CT||Nov 2005 - Mar 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2013|
|S65||NASAA Investment Advisors Law Examination||Oct 2013|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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