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Credentials
Series 63, Series 65
Experience Industry experience
30 years
Location
Forsyth, MT
Raymond James Financial
Institution
Richard Jerome is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 registrations and with 30 years of industry experience. His prior experience includes roles at Bank of America, Merrill, Equitable Advisors, and CRUX Wealth Advisors. Outside of financial advising, he owns and operates businesses that provide guided big game hunts in Montana, Argentina, and Saskatchewan, Canada, and he serves as CEO of a consulting services company. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a broad client base, including individuals, high-net-worth clients, corporations, and institutions. The firm provides tailored non-discretionary advice using analytical tools to illustrate potential outcomes and supports both advisory programs and institutional consulting through a large advisor network.
Based on Raymond James Financial
Based on Raymond James Financial
Fixed (flat) dollar fees for planning services offered.
Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.
Hourly fees for planning and/or investment consultation services generally up to $400 per hour.
Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.
Forsyth, MT
Forsyth MT
Advisors at this office
1
Montana · New York · Texas
30 years of industry experience
CRUX Wealth Advisors
2022 - 2024 • 2 years
Orchard Park, NY
Raymond James Financial Services Advisors, Inc.
2022 - Present • 4 years
Orchard Park, NY
Raymond James Financial Services, Inc.
2022 - Present • 4 years
Orchard Park, NY
BANK of AMERICA, N.A.
2012 - 2022 • 10 years
Williamsville, NY
Merrill
2011 - 2022 • 11 years
Williamsville, NY
Equitable Advisors
2008 - 2011 • 3 years
NY
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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