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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. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. His prior work includes roles at Bank of America and Merrill. Outside of finance, he owns and operates businesses that provide guided big game hunts in Montana, Argentina, and Saskatchewan, Canada. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through detailed client risk profiling and firm research.
Based on Raymond James Financial
Based on Raymond James Financial
Fixed (flat) fees for planning services (specific amounts not clearly stated)
Commissions may be charged for product implementation through separate agreements; IARs may also be registered representatives and earn commissions in those capacities
Hourly rates generally up to $400 per hour for planning and/or investment consulting services
Fee-only: Hourly fees up to $400 per hour, fixed (flat) fees (amount not specified), or percentage of assets under advisement not to exceed 2.25% annually for investment consulting services
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
Buffalo, NY
Raymond James Financial Services, Inc.
2022 - Present • 4 years
Buffalo, NY
Bank Of America, N.A.
2012 - 2022 • 10 years
Williamsville, NY
Merrill
2011 - 2022 • 11 years
Williamsville, NY
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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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