Unclaimed
Jerome Willard Hemenway is a financial advisor with Independent Financial Partners. Jerome is a registered representative and investment advisor. Jerome has been in the industry since 1973 and has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, and retirement plans. Jerome has a strong track record of success and is committed to providing his clients with the highest level of personalized service.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
FL
01/01/2025 - Present
Independent Financial Partners (SARASOTA FL)
FL
09/08/2009 - 05/23/2019
LPL FINANCIAL LLC (SARASOTA FL)
FL
01/05/1995 - 09/08/2009
MUTUAL SERVICE CORPORATION (SARASOTA FL)
FL
01/10/1994 - 12/31/1994
DONNELLAN HAYLETT & CO., INC. (SARASOTA FL)
PA
02/21/1973 - 12/31/1993
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BC
Issued 02/13/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/1994
Series 2 - Non-Member General Securities Examination
BC
Issued 02/13/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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