Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Allen Slone is a registered investment advisor representative in West Virginia. Jerry has been in the financial services industry since 2004. Jerry currently works for Buckingham Strategic Wealth, LLC and THE Colony Group, LLC. Jerry has passed the Series 7 and Series 66 exams. Jerry specializes in financial planning, portfolio management, and pension consulting.
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.
1
2
WV
08/06/2018 - Present
Buckingham Strategic Wealth, LLC (CHARLESTON WV)
MO
08/11/2004 - 02/03/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 08/24/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/10/2004
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Jerry Slone is the right advisor for you? Invested Better is here to help.
