Jerome Timmermann, financial advisor Breese IL
63 score

Jerome Timmermann

CRD Number: 1179608
Current Firm: Eagle Strategies LLC

Jerome Timmermann (CRD# 1179608) is an Investment Advisor Representative working at Eagle Strategies LLC in Breese, IL and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Eagle Strategies LLC Breese, IL Sep 2010 - Current 6
Timmermann Family Enterprises LLC Breese, IL Jul 2010 - Current 6
The Timmermann Group Breese, IL Dec 2003 - Current 13
Nylife Securities Inc. St. Louis, MO Apr 1983 - Current 33
New York Life Ins Co St Louis, MO May 1981 - Current 35
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1991
S65 NASAA Investment Advisors Law Examination May 1998
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Jerome A. Timmermann
Phone Number: (888) 695-3245
Registered State(s):
  • IL
  • MO
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
63

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