Jerome Slusiewicz (CRD# 1739938) is an Investment Advisor Representative working at Pacific Financial Planners, LLC in Laguna Niguel, CA and has over 36 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pacific Financial Planners, LLC | Laguna Niguel, CA | Jun 2004 - Current | 19 |
| Western International Securities, Inc. | Pasadena, CA | Dec 2006 - Dec 2019 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1987 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1992 |
- CA
-
Total Assets Under Management94MILLIONS
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Total Number of Accounts309ACCOUNTS
-
Average Account Value$304,882
- A percentage of assets under your management
- Hourly charges
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA
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