Jerome Franklin (CRD# 4410777) is an Investment Advisor Representative working at Wells Fargo Advisors in Germantown, TN and has over 22 years of experience in the finance industry. Jerome Franklin 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.
CRD# 6347351
Lpl Financial LLC
CRD# 3177764
Strategic Advisory Services
CRD# 3193095
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wells Fargo Advisors Financial Network, LLC | Germantown, TN | May 2022 - Current | 1 |
| Wells Fargo Clearing Services, LLC | Germantown, TN | Nov 2016 - May 2022 | 5 |
| Wells Fargo Advisors LLC | Germantown, TN | May 2009 - Nov 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2001 |
- TN
- TX
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Total Assets Under Management154,192MILLIONS
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Total Number of Accounts346,499ACCOUNTS
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Average Account Value$445,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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