Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Christopher Jones is an investment advisor representative registered with Bleakley Financial Group, LLC. Jerry has been in the financial services industry since 2018 and holds Series 63, SIE and Series 7 licenses. Jerry has worked with Northwestern Mutual Investment Services, LLC previously. Bleakley Financial Group, LLC is an independent investment advisor firm providing investment advisory services. Jerry's areas of specialization include financial planning, portfolio management, pension consulting, and other services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Non-investment consulting/implementation services
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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2
NJ
02/07/2024 - Present
Bleakley Financial Group, LLC (FAIRFIELD NJ)
GA
04/05/2018 - 11/14/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ATLANTA GA)
BC
Issued 05/04/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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