Jerry Romjue (CRD# 5881932) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Indianapolis, IN and has over 13 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Advisors LLC | Indianapolis, IN | Sep 2022 - Current | 1 |
| First Allied Advisory Services | Schaumburg, IL | Nov 2020 - Current | 3 |
| First Allied Securities, Inc. | San Diego, CA | Oct 2014 - Sep 2022 | 7 |
| First Allied Advisory Services, Inc. | San Diego, CA | Oct 2014 - Nov 2020 | 6 |
| Unemployed | West Lafayette, IN | Aug 2014 - Oct 2014 | < 1 |
| Nanshan America Advanced Aluminum Technologies, LLC | Lafayette, IN | Apr 2012 - Jul 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2011 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2010 |
- IN
- TX
-
Total Assets Under Management104,469MILLIONS
-
Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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