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Jerome Jefferson Wallace

Bankers Life Advisory Services, Inc.

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About Jerome Jefferson Wallace

Jerome Wallace is a financial professional with experience in the industry. Jerome is currently registered with Bankers Life Advisory Services, Inc. Previously, Jerome was affiliated with AssetMark Brokerage, LLC and J.P. Morgan Securities LLC. Jerome holds the Series 7, Series 66, and SIE licenses. Jerome focuses on providing financial planning and portfolio management services to individuals.

Firm Information

Jerome Wallace is currently registered with Bankers Life Advisory Services, Inc.. Bankers Life Advisory Services, Inc. is a Chicago, IL-based investment advisor with approximately $1 billion - $10 billion in assets under management. The firm provides financial planning, educational seminars, and portfolio management for individuals and pension and profit-sharing plans. They also offer selection of other advisors and participate in wrap fee programs.
Bankers Life Advisory Services, Inc.

303 E. WACKER DRIVE

CHICAGO, IL 60601

$1.49B

Assets Under Management

Not reported

Total Clients

409

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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percentage of assets

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

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other

Non-discretionary investment consulting services

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Jerome Wallace’s Registration & Firm History

OH

05/19/2024 - Present

Bankers Life Advisory Services, Inc. (Westerville OH)

CA

04/04/2022 - 10/17/2023

ASSETMARK BROKERAGE, LLC (CONCORD CA)

OH

10/04/2018 - 01/29/2022

J.P. MORGAN SECURITIES LLC (DUBLIN OH)

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Licenses & Designations

BOTH

Issued 12/04/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/05/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/04/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 6 public disclosures for Jerome Jefferson Wallace. Review regulatory record here.
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