Jerry Katz, financial advisor Pittsburgh PA
96 score

Jerry Katz

CRD Number: 1306945
Current Firm: Bilkeykatz Investment Consultants

Jerry Katz (CRD# 1306945) is an Investment Advisor Representative working at Bilkeykatz Investment Consultants in Pittsburgh, PA and has over 31 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Bilkeykatz Investment Consultants, Inc. Pittsburgh, PA Dec 2002 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1985
S65 NASAA Investment Advisors Law Examination Apr 1993
Contact Info for Jerry E. Katz
Phone Number: 412-803-9900
Firm Website: http://bilkeykatz.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

PA, TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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