BJ
BJ

Benjamin Andrew Jerome

6 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
66 advisors
Number of Clients
4,042 clients
Average Client Portfolio
$144K average
Assets Under Management
$581.9M

Fee Structure

Financial Planning:Included in AUM fee
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Location

390 Diablo Rd, Suite 100, Danville, CA, 94526

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Benjamin is a managing partner at Jerome, Hacker & Becker LLC and Hacker & Jerome LLC, spending minimal time on each. He is also an independent licensed insurance agent selling life insurance and annuities.

Employment History
Current Registrations
Encompass More Asset Management LLC
September 2022 - Present · 3 yrs 5 mos
Previous Registrations
Verity Asset Management
March 2019 - November 2022 · 3 yrs 8 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.
Benjamin Andrew Jerome - Financial Advisor | TrueAdvisor