Jerome Fitzharris (CRD# 4867680) is an Investment Advisor Representative working at Center For Wealth Management Advisory in Centerville, OH and has over 2 years of experience in the finance industry.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2930449
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Center For Wealth Management Advisory | Centerville, OH | Sep 2021 - Current | 2 |
| Fitz Financial Services Inc. | Centerville, OH | Sep 2004 - Current | 19 |
| Jerome K. Fitzharris | Bellbrook, OH | Dec 1982 - Current | 41 |
| Fitzharris Cpa | Bellbrook, OH | Dec 1982 - Current | 41 |
| Avantax Insurance Agency, LLC | Centerville, OH | Feb 2007 - Oct 2021 | 14 |
| Avantax Investment Services, Inc. | Centerville, OH | Jan 2007 - Oct 2021 | 14 |
| Preferred Heating & Cooling Equipment Co Inc. | Centerville, OH | Feb 2005 - Mar 2018 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2022 |
- OH
-
Total Assets Under Management167MILLIONS
-
Total Number of Accounts1,420ACCOUNTS
-
Average Account Value$117,412
- 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
- Other
AZ, FL, GA, IN, KY, LA, OH, TX
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