Jerome AndersonCRD Number: 1189925
Current Firm: Cuna Brokerage Services, Inc.
Jerome Anderson (CRD# 1189925) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Duluth, GA and has over 33 years of experience in the finance industry.
Terra Firma Financial LLC
Meridian Investment Partners
Rollins Financial Inc.
|Cuna Mutual Group||Waverly, IA||Nov 2014 - Current||2|
|Cuna Brokerage Services, Inc.||Waverly, IA||Nov 2014 - Current||2|
|Sigma Financial Corporation||Ann Arbor, MI||Aug 2004 - Nov 2014||10|
|Spc||Ann Arbor, MI||Aug 2004 - Nov 2014||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1984|
|S65||NASAA Investment Advisors Law Examination||Dec 2000|
Total Assets Under Management1,331MILLIONS
Total Number of Accounts6,286ACCOUNTS
Average Account Value$211,803
- A percentage of assets under your management
- Hourly charges
- 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)
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