Jerry Bien, financial advisor Tustin CA
93 score

Jerry Bien

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Jerry C. Bien
Phone Number: 858-550-4844
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    11
    MILLIONS
  • Total Number of Accounts
    125
    ACCOUNTS
  • Average Account Value
    $86,354
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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