Jerry BienCRD Number: 5563640
Current Firm: Foresters Equity Services, Inc.
Jerry Bien (CRD# 5563640) is an Investment Advisor Representative working at Foresters Equity Services, Inc. in Tustin, CA and has over 8 years of experience in the finance industry.
Raymond James Financial Services Advisors, Inc.
Axa Advisors, LLC
Lpl Financial LLC
|Foresters Equity Services, Inc.||Irvine, CA||Jan 2014 - Current||2|
|New England Securities||Woodland Hills, CA||Mar 2012 - Dec 2013||1|
|Axa Advisors, LLC||New York, NY||Oct 2008 - Feb 2012||3|
|Unemployed||Tustin, CA||Sep 2008 - Oct 2008||< 1|
|Nicallek Innovations, Inc.||Laguna Hills, CA||Sep 1997 - Sep 2008||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2008|
|S66||NASAA Uniform Combined State Law Examination||Jul 2010|
Total Assets Under Management11MILLIONS
Total Number of Accounts125ACCOUNTS
Average Account Value$86,354
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV