Jerry Shpak, financial advisor Groton CT
93 score

Jerry Shpak

CRD Number: 1193046
Current Firm: Cuso Financial Services, LP

Jerry Shpak (CRD# 1193046) is an Investment Advisor Representative working at Cuso Financial Services, LP in Groton, CT and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Cuso Financial Services, LP San Diego, CA May 2016 - Current < 1
Investment Professionals Inc. San Antonio, TX Apr 2014 - May 2016 2
Linsco Private Ledger Corp Spencer, MA Nov 2001 - Apr 2014 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1986
S65 NASAA Investment Advisors Law Examination Dec 1996
Contact Info for Jerry Shpak
Phone Number: 858-530-4400
Firm Website: https://cusonet.com
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    1,812
    MILLIONS
  • Total Number of Accounts
    14,085
    ACCOUNTS
  • Average Account Value
    $128,623
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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