Jeffrey Wasserman, financial advisor Cleveland OH
87 score

Jeffrey Wasserman

CRD Number: 1447280
Current Firm: Park Avenue Securities LLC

Jeffrey Wasserman (CRD# 1447280) is an Investment Advisor Representative working at Park Avenue Securities LLC in Cleveland, OH and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Guardian Life Insurance Co Of America Cleveland, OH May 1999 - Current 17
Park Avenue Securities LLC Cleveland, OH May 1999 - Current 17

Jeffrey Wasserman has no recent exams reported.
Contact Info for Jeffrey M. Wasserman
Phone Number: 1-888-600-4667
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    6,646
    MILLIONS
  • Total Number of Accounts
    39,311
    ACCOUNTS
  • Average Account Value
    $169,065
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • 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
87
Clean Record
This advisor has a clean track record with regulators.

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