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Jerry John Serowik

J.v.b. Financial Group, LLC

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About Jerry John Serowik

Jerry John Serowik is a financial professional with over 20 years of experience in the industry. Currently, Jerry is a Registered Representative with J.v.b. Financial Group, LLC, and is registered to provide investment advice in the State of New York. Prior to this, Jerry held positions at Wells Fargo Securities, LLC, Dahlman Rose & Company, LLC and Bear, Stearns & Co. Inc. Jerry holds several industry licenses including Series 7, 24, 57, 79, and 99, as well as the SIE exam. Jerry is a well-rounded financial professional with a wide range of experience in various aspects of the financial industry.

Firm Information

Jerry Serowik is currently registered with J.v.b. Financial Group, LLC. J.v.b. Financial Group, LLC is a Limited Liability Company that was formed on December 5, 2008. The firm is registered in 53 states and with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

47

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jerry Serowik’s Registration & Firm History

NY

03/08/2021 - Present

J.v.b. Financial Group, LLC (NEW YORK NY)

NY

11/02/2009 - 03/08/2021

WELLS FARGO SECURITIES, LLC (New York NY)

NY

06/13/2008 - 10/27/2009

DAHLMAN ROSE & COMPANY, LLC (NEW YORK NY)

NY

10/08/2003 - 06/11/2008

BEAR, STEARNS & CO. INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/10/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/17/2021

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/07/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jerry John Serowik.
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