Jezmier Johnson-Oliveros (CRD# 7845067) is an Investment Advisor Representative working at Gould Asset Management LLC in Claremont, CA and has 1 year of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 2513561
Householder Group Estate & Retirement Specialists
CRD# 1622075
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gould Asset Management | Claremont, CA | Nov 2023 - Current | < 1 |
| Pbk | Rancho Cucamonga, CA | Jun 2023 - Oct 2023 | < 1 |
| Student | Pomona, CA | Jun 2013 - May 2023 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2024 |
- CA
-
Total Assets Under Management818MILLIONS
-
Total Number of Accounts621ACCOUNTS
-
Average Account Value$1,316,498
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
CA, FL, NY, OR, TX
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