Jerome WallCRD Number: 873778
Current Firm: Investacorp Advisory Services Inc.
Jerome Wall (CRD# 873778) is an Investment Advisor Representative working at Investacorp Advisory Services Inc. in Winter Park, FL and has over 23 years of experience in the finance industry. Jerome Wall has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Ameriprise Financial Services, Inc.
Alconbury Trust L.l.c
|Investacorp Advisory Services||Miami, FL||Jul 2014 - Current||2|
|Investacorp Inc.||Miami, FL||Jul 2014 - Current||2|
|Variable Investment Plans Inc.||Winter Park, FL||Jan 1983 - Current||33|
|Lincoln Financial Securities Corporation||Winter Park, FL||Jul 2008 - Jul 2014||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1993|
|S65||NASAA Investment Advisors Law Examination||Oct 1996|
Total Assets Under Management1,606MILLIONS
Total Number of Accounts6,229ACCOUNTS
Average Account Value$257,783
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)