Jerome Mahalick, financial advisor Whitefish Bay WI

Jerome Mahalick

CRD Number: 2532456
Current Firm: Amp Wealth Management

Jerome Mahalick (CRD# 2532456) is an Investment Advisor Representative working at Amp Wealth Management in Whitefish Bay, WI and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Asset Management For Professionals, Inc. Mequon, WI Nov 1994 - Current 26
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 1994
Contact Info for Jerome A. Mahalick
Phone Number: 414-332-1011
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    453
    MILLIONS
  • Total Number of Accounts
    512
    ACCOUNTS
  • Average Account Value
    $884,766
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

CA, FL, GA, IL, KY, MI, TX, WI

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