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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerome? Claim Your ProfileJerome Bellm is a financial advisor with Highpoint Planning Partners. Jerome is a highly experienced advisor with a strong track record of success. Jerome's expertise includes a range of services, including financial planning, pension consulting, and portfolio management. Jerome has been in the financial industry for over 30 years. Previously, Jerome worked at Wells Fargo Advisors, LLC and A.G. Edwards & Sons, Inc.. Jerome currently holds licenses to provide financial advice in 22 states. Jerome is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
IL
11/01/2021 - Present
Highpoint Planning Partners (DOWNERS GROVE IL)
IL
01/01/2008 - 12/19/2011
WELLS FARGO ADVISORS, LLC (PERU IL)
IL
07/16/1993 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MORRIS IL)
NA
08/28/1992 - 07/07/1993
HAMILTON INVESTMENTS, INC.
BOTH
Issued 12/22/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 08/27/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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