Jerome Aron, financial advisor Los Angeles CA
98 score

Jerome Aron

CRD 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
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Company Name Location Dates Years
Financial West Group Westlake Village, CA Apr 2011 - Current 8
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
Contact Info for Jerome S. Aron
Phone Number: (310) 954-8325
Advisor Website: http://fwg.com
Firm Website: http://www.fwg.com
Registered State(s):
  • CA
  • FL
  • TX
  • NV
  • ID
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $180,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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BADGES
98
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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