Jerry Madrid, financial advisor Manhattan Beach CA

Jerry Madrid

CRD Number: 4617455
Current Firm: Madrid Retirement Advisors

Jerry Madrid (CRD# 4617455) is an Investment Advisor Representative working at Madrid Retirement Advisors in Manhattan Beach, CA and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Madrid Financial Services Manhattan Beach, CA Jan 2015 - Current 9
Lpl Financial LLC Manhattan Beach, CA Jul 2009 - Current 14
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2003
Contact Info for Jerry R. Madrid
By the Numbers
  • Total Assets Under Management
    160
    MILLIONS
  • Total Number of Accounts
    362
    ACCOUNTS
  • Average Account Value
    $441,989
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

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