Unclaimed
Jerry William Mandzij is a financial advisor with over 20 years of experience in the industry. He has held positions with prominent firms such as J.P. Morgan Institutional Investments Inc., BlackRock Investments, LLC, and OppenheimerFunds Distributor, Inc. Jerry currently works with VP Distributors LLC. Jerry's expertise spans a wide range of financial products and services, making him a valuable resource for clients seeking guidance on their investment goals.
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.
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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2
CA
04/18/2019 - Present
VP Distributors LLC (LOS ANGELES CA)
NY
01/18/2018 - 03/26/2019
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (New York NY)
NJ
01/14/2011 - 01/31/2017
BLACKROCK INVESTMENTS, LLC (PRINCETON NJ)
NY
09/05/2002 - 08/10/2010
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
PA
09/20/1999 - 12/03/1999
PROVIDENT DISTRIBUTORS, INC. (KING OF PRUSSIA PA)
TX
06/02/1997 - 07/13/1999
VAN KAMPEN FUNDS INC. (HOUSTON TX)
IL
02/22/1995 - 03/19/1997
KEMPER DISTRIBUTORS, INC. (CHICAGO IL)
IL
05/31/1994 - 08/24/1994
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
BC
Issued 10/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/1995
Series 7 - General Securities Representative Examination
BC
Issued 05/18/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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