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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 Jacob Kahn is a financial advisor with over 20 years of experience in the industry. He is currently registered with Highpoint Planning Partners, an investment advisor firm based in Downers Grove, Illinois. He has held several positions in his career, including previous roles at LPL Financial LLC, Waterstone Financial Group, Inc., High Mark Securities, Inc., Royal Alliance Associates, Inc., and MONY Securities Corporation. Jerome has passed various exams, including the Series 6, 7, 63, 66, SIE, and Series 6TO. Jerome works with a range of client types, including high-net-worth individuals, corporations, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans. Jerome's experience and qualifications make him well-suited to provide financial advice to a variety of individuals and organizations.
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
12/08/2021 - Present
Highpoint Planning Partners (DOWNERS GROVE IL)
IL
09/08/2009 - 06/24/2024
LPL FINANCIAL LLC (NORTHFIELD IL)
IL
10/11/2004 - 09/08/2009
WATERSTONE FINANCIAL GROUP, INC. (NORTHFIELD IL)
FL
09/24/2004 - 10/22/2004
HIGH MARK SECURITIES, INC. (LAKELAND FL)
AZ
08/26/2004 - 09/23/2004
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
FL
10/18/2002 - 09/01/2004
HIGH MARK SECURITIES, INC. (LAKELAND FL)
NY
10/17/2000 - 05/01/2002
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
06/18/1999 - 12/31/1999
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NY
02/16/1995 - 05/03/1995
ELECTRONIC TRADING GROUP, L.L.C. (NEW YORK NY)
MN
03/07/1991 - 04/26/1995
MIMLIC SALES CORPORATION (ST. PAUL MN)
BOTH
Issued 03/04/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/21/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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