Jerome AronCRD Number: 5213998
Current Firm: Financial West Group
Jerome is an Independant Registered Investment Advisor working with Financial West Group in Los Angeles (Brentwood). His areas of expertise include:
- Income Investing
- Tax Planning Strategies
- Insurance - Annuities, Life, Long-term care
H. Beck, Inc.
Bridge Advisory LLC
Wedbush Securities Inc.
|Financial West Group||Westlake Village, CA||Apr 2011 - Current||10|
|ML Stern & Company / Southwest Securities||Beverly Hills, CA||Sep 2006 - Current||14|
|Exam Code||Name||Passed Date|
|S7||General Securities Representative Examination (GS)||Nov 2006|
|S63||Uniform Securities State Law Examination||Dec 2006|
|S65||NASAA Investment Advisors Law Examination||Feb 2009|
Total Assets Under Management0MILLIONS
Total Number of Accounts1ACCOUNTS
Average Account Value$180,000
- 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
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