Jerry Herman (CRD# 2011620) is an Investment Advisor Representative working at Wisdom Investment Strategies, LLC in Chagrin Falls, OH and has 1 year of experience in the finance industry.
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
CRD# 5069849
Strategic Wealth Partners, Ltd.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wisdom Investment Strategies, LLC | Rocky River, OH | Jun 2016 - Current | 7 |
| Wisdom Capital, LLC | Rocky River, OH | Mar 2016 - Current | 8 |
| First Fiduciary Investment Counsel | Cleveland, OH | Jul 2015 - Dec 2015 | < 1 |
| Stifel, Nicolaus & Company, Incorporated | Cleveland, OH | Dec 2005 - May 2015 | 9 |
- OH
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Total Assets Under Management12MILLIONS
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Total Number of Accounts27ACCOUNTS
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Average Account Value$427,499
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
OH
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