Jerome LaferCRD Number: 1125719
Current Firm: Bbva Wealth Solutions Inc.
Jerome Lafer (CRD# 1125719) is an Investment Advisor Representative working at Bbva Wealth Solutions Inc. in Irving, TX and has over 33 years of experience in the finance industry.
Khp Capital LLC
Commonwealth Financial Network
Vanderpal Capital Management LLC
|Bbva Compass Insurance Agency, Inc.||Austin, TX||Oct 2014 - Current||2|
|Bbva Wealth Solutions Inc.||Irving, TX||Aug 2014 - Current||2|
|Bbva Securities Inc.||Irving, TX||Jul 2014 - Current||2|
|Compass Bank||Birmingham, AL||Jul 2014 - Current||2|
|Unemployed||Dallas, TX||May 2014 - Jul 2014||< 1|
|Cco Investment Services||Boston, MA||Apr 2011 - May 2014||3|
|New York Life Insurance Company||Waltham, MA||Oct 2009 - Apr 2011||1|
|Ny Life Securities LLC||Waltham, MA||Oct 2009 - Apr 2011||1|
|Morgan Stanley Smith Barney||Boston, MA||Jun 2009 - Sep 2009||< 1|
|Morgan Stanley & Company, Incorporated||Boston, MA||Apr 2007 - Sep 2009||2|
|Morgan Stanley||Boston, MA||Jul 2005 - Apr 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1983|
|S65||NASAA Investment Advisors Law Examination||Aug 1999|
Total Assets Under Management361MILLIONS
Total Number of Accounts918ACCOUNTS
Average Account Value$393,188
- A percentage of assets under your management
- 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, FL, GA, HI, IA, IL, IN, KS, LA, MI, NC, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI
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