Invested Better
Unclaimed

Unclaimed

Unclaimed

Benjamin Andrew Jerome

Encompass More Asset Management LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Benjamin? Claim Your Profile

About Benjamin Andrew Jerome

Benjamin Andrew Jerome is an investment advisor representative registered with Encompass More Asset Management LLC. Benjamin Andrew Jerome is licensed to provide investment advisory services in Ohio. Benjamin Andrew Jerome has been in the financial services industry since February 2015. Benjamin Andrew Jerome has worked with Appreciation Financial in Las Vegas, Nevada, Verity Asset Management in Durham, North Carolina, and now with Encompass More Asset Management LLC. Benjamin Andrew Jerome holds the Series 65 license. Benjamin Andrew Jerome is an independent licensed insurance agent and provides services outside of investment advisory.

Firm Information

Benjamin Jerome is currently registered with Encompass More Asset Management LLC. Encompass More Asset Management LLC is a registered investment advisor headquartered in Danville, CA. With a team of 43 licensed agents and investment advisor representatives, the firm manages approximately $228.5 million in assets for 2,835 clients, including individuals, high-net-worth individuals, and other investment advisors. Encompass More Asset Management LLC offers portfolio management services for individuals and does not participate in wrap fee programs.
Encompass More Asset Management LLC

390 DIABLO RD SUITE 100

DANVILLE, CA 94526

$228.53M

Assets Under Management

Not reported

Total Clients

53

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Benjamin Jerome’s Registration & Firm History

OH

09/02/2022 - Present

Encompass More Asset Management LLC (COLUMBUS OH)

Not sure if Benjamin Andrew Jerome is right for you?

Licenses & Designations

IA

Issued 02/01/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Benjamin Andrew Jerome.
Not sure if Benjamin Andrew Jerome is right for you?