Jerome Lafer, financial advisor Irving TX
93 score

Jerome Lafer

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Jerome D. Lafer
Phone Number: 713-552-9277
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    361
    MILLIONS
  • Total Number of Accounts
    918
    ACCOUNTS
  • Average Account Value
    $393,188
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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

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