linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jerry Michael Sjostrom

Sjostrom Financial Planning Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jerry? Claim Your Profile

About Jerry Michael Sjostrom

Jerry Michael Sjostrom is a financial advisor registered with the state of Illinois. Jerry Michael Sjostrom has been a financial advisor since 1988 and is currently affiliated with Sjostrom Financial Planning Inc.. Jerry Michael Sjostrom is a licensed Investment Advisor Representative and holds Series 6, 63 and 65 securities licenses. Jerry Michael Sjostrom has experience in the financial services industry, including employment at The O.N. Equity Sales Company and Cigna Financial Advisors, Inc. Jerry Michael Sjostrom specializes in providing financial planning, portfolio management for individuals, pension consulting and educational seminars.

Firm Information

Jerry Sjostrom is currently registered with Sjostrom Financial Planning Inc.. Sjostrom Financial Planning Inc. is a financial planning firm based in [Main Office Location]. They provide financial planning, pension consulting, educational seminars, and portfolio management for individuals. The firm has approximately $12,350,000 in regulatory assets under management, primarily from 42 individual clients.

$12.35M

Assets Under Management

1

Total Clients

1

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jerry Sjostrom’s Registration & Firm History

IL

07/29/2002 - Present

Sjostrom Financial Planning Inc. (OAK PARK IL)

OH

10/31/1995 - 12/31/2005

THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)

PA

12/21/1988 - 11/08/1995

CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)

Not sure if Jerry Michael Sjostrom is right for you?

Licenses & Designations

IA

Issued 11/19/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/29/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/14/1989

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 12/20/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jerry Michael Sjostrom.
Not sure if Jerry Michael Sjostrom is right for you?