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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Aroneo is an Investment Advisor Representative associated with Wealthcare Advisory Partners LLC. Jerry has been a registered representative since 1994 and holds multiple securities licenses, including Series 7, 53, 55, 57, and 63. Jerry has worked for several large financial institutions, including Citigroup Global Markets Inc., J.P. Morgan Securities LLC, and Deutsche Bank Securities Inc. Jerry specializes in providing financial planning and investment advice to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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NJ
03/21/2024 - Present
Wealthcare Advisory Partners LLC (Millington NJ)
NY
05/08/2017 - 05/08/2024
CITIGROUP GLOBAL MARKETS INC. (New York NY)
NJ
04/17/2013 - 09/07/2016
J.P. MORGAN SECURITIES LLC (FLORHAM PARK NJ)
NY
01/13/2001 - 10/04/2012
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
MD
01/10/2001 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
NY
05/24/1994 - 01/08/2001
BT BROKERAGE CORPORATION (NEW YORK NY)
NA
11/22/1988 - 01/30/1989
L. F. ROTHSCHILD & CO. INCORPORATED
IA
Issued 09/08/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/05/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/1994
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/29/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/23/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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