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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerold? Claim Your ProfileJerold Kaufman is a financial advisor based in CORAL GABLES, FL. Jerold Kaufman has been working in the financial services industry since 1970. Jerold Kaufman is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since 2016. Jerold Kaufman has been registered with FINRA since 2008. The advisor provides services to various clients, including high-net-worth individuals, pension plans, corporations, insurance companies, and charities.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
01/01/2025 - Present
Wells Fargo Clearing Services, LLC (CORAL GABLES FL)
FL
11/21/1975 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CORAL GABLES FL)
NA
01/18/1978 - 07/22/1980
LOEB PARTNERS
NA
01/04/1977 - 01/18/1978
LOEB RHOADES & CO. INC.
NA
10/06/1975 - 01/04/1977
LOEB, RHOADES & CO. INC.
NA
05/29/1974 - 11/10/1975
EDWARDS & HANLY
NA
11/28/1972 - 08/20/1974
HARTFORD VARIABLE ANNUITY LIFE LIFE INSURANCE COMPANY
NA
05/08/1972 - 05/08/1974
RAYMOND JAMES & ASSOCIATES, INC.
NA
10/13/1970 - 05/17/1972
HARTZMARK & COMPANY
BC
Issued 02/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/1977
PC - AMEX Put and Call Exam
BC
Issued 10/03/1970
Series 1 - Registered Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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