Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry B. McQueen is a financial advisor registered with Captrust. Jerry is a Certified Financial Planner and has been in the industry since 1981. Jerry has a broad range of experience working with a variety of clients, including individuals, high-net-worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, corporations, and state or municipal government entities. Jerry specializes in financial planning, pension consulting, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
04/29/2019 - Present
Captrust (Bethlehem PA)
NJ
06/21/1989 - 08/08/1994
ASCH-DWYER MUNICIPAL SECURITIES, L.P. (PEAPACK NJ)
FL
01/02/1992 - 12/22/1992
DOUGLAS JAMES SECURITIES, INC. (POMPANO BEACH FL)
NA
01/25/1982 - 04/25/1989
ALTERNATIVE INVESTMENT CORPORATION
NA
03/13/1981 - 11/25/1981
NATIONAL INVESTMENT CONSULTING CORPORATION
BC
Issued 03/27/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/1989
Series 27 - Financial and Operations Principal Examination
BC
Issued 09/19/1981
Series 7 - General Securities Representative Examination
BC
Issued 03/11/1981
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
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