Jerome AronCRD Number: 5213998
Current Firm: Financial West Group
Jerome is an Independant Registered Investment Advisor working with Financial West Group in Los Angeles (Brentwood). His areas of expertise include:
- Income Investing
- Tax Planning Strategies
- Insurance - Annuities, Life, Long-term care
Jst Investment Consulting
Fried Asset Management, Inc.
|Financial West Group||Westlake Village, CA||Apr 2011 - Current||7|
|ML Stern & Company / Southwest Securities||Beverly Hills, CA||Sep 2006 - Current||12|
|Exam Code||Name||Passed Date|
|S7||General Securities Representative Examination (GS)||Nov 2006|
|S63||Uniform Securities State Law Examination||Dec 2006|
|S65||NASAA Investment Advisors Law Examination||Feb 2009|
Total Assets Under Management0MILLIONS
Total Number of Accounts1ACCOUNTS
Average Account Value$180,000
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
AZ, CA, CO, FL, GA, HI, IA, KS, MA, MD, MI, MN, MO, MT, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SD, TX, VT, WA, WI, WV
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