Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerome? Claim Your ProfileJerome Klein is a financial advisor with over 25 years of experience in the industry. Jerome is currently registered with Hightower Advisors, LLC, and holds licenses in New Jersey, New York, and several other states. Jerome specializes in providing financial planning, portfolio management, and treasury management services for individuals, businesses, and institutions. Jerome previously held positions at J.P. Morgan Securities Inc. and CIBC World Markets Corp.
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.
Treasury management for corporate 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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
IL
03/18/2021 - Present
Hightower Advisors, LLC (CHICAGO IL)
NY
05/09/2003 - 05/28/2009
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
08/16/1996 - 05/12/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
BOTH
Issued 01/26/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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