Jerald LearCRD Number: 5603858
Current Firm: Hornor, Townsend & Kent, Inc.
Jerald Lear (CRD# 5603858) is an Investment Advisor Representative working at Hornor, Townsend & Kent, Inc. in Carnegie, PA and has over 8 years of experience in the finance industry.
Wealthcare Capital Management LLC
C.b. Bond Financial Planning, Inc.
Nfp Advisor Services, LLC
|Hornor Townsend And Kent Inc.||Horsham, PA||Oct 2008 - Current||8|
|Penn Mutual Life Ins Co||Horsham, PA||Sep 2008 - Current||8|
|Reed Smith, LLP||Pittsburgh, PA||Sep 2005 - Sep 2008||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2008|
|S65||NASAA Investment Advisors Law Examination||Aug 2010|
Total Assets Under Management1,000MILLIONS
Total Number of Accounts3,542ACCOUNTS
Average Account Value$282,463
- 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, 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