Unclaimed
Jerome Philippe Perkins is a financial advisor at Schaefer Financial Management, Inc. based in Centennial, Colorado. Jerome has been in the industry since 2013 and is registered with the state of Colorado as an Investment Advisor Representative. Jerome is a Certified Financial Planner and specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals.
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.
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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CO
08/02/2016 - Present
Schaefer Financial Management, Inc. (CENTENNIAL CO)
Active
Inactive
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