Jerad Waggy, financial advisor Coral Gables FL

Jerad Waggy

CRD Number: 5180439
Current Firm: Firestone Capital Management Inc.

Jerad Waggy (CRD# 5180439) is an Investment Advisor Representative working at Firestone Capital Management Inc. in Coral Gables, FL and has 1 year of experience in the finance industry. Jerad Waggy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Firestone Capital Management Inc. Coral Gables, FL May 2014 - Current 8
The Enrichment Group, Inc. Miami, FL Apr 2006 - May 2014 8

Jerad Waggy has no recent exams reported.
Contact Info for Jerad O. Waggy
Phone Number: (305) 669-2119
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    646
    MILLIONS
  • Total Number of Accounts
    1,105
    ACCOUNTS
  • Average Account Value
    $584,355
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
Types of Clients
Registered States

AZ, CA, FL, GA, IL, MA, NC, NH, NM, NY, PA, TN, TX, VA, WA

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