Jerry
Suskind
Arvest Wealth Management
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About this Advisor
Jerry Suskind is a financial advisor who works out of Rogers, Arkansas who has 5 years of relevant experience. Suskind is currently employed by Arvest Wealth Management. The advisor has gained experience at Edward Jones, Bankers Life & Casualty, J&S Sales Marketing & Consulting, LLC, Summer Infant Products, Arvest Bank and Arvest Wealth Management. Suskind maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Arkansas, Kansas, Missouri, Oklahoma and Texas. Arvest Wealth Management is a financial advisory company that has its headquarters in Rogers, AR. The company has offices in 177 locations and a total of 247 advisors. It oversees $3 billion in total assets among its 7,899 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 39 charities and foundations. Of its 7,899 accounts, just 6% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The business has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advisory services vary depending on which services are offered. However, fees billed by Arvest Wealth Management most likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Arvest Wealth Management Brokerage Details
$2,704,710,870
247
7,899
$342,412
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jerry Suskind Work History
Jerry has been registered as a financial advisor for 5 years.*
Arvest Wealth Management
Arvest Wealth Management
Arvest Bank
Arvest Bank
Edward Jones
Bankers Life & Casualty
J&S Sales Marketing & Consulting, LLC
Summer Infant Products
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jerry Suskind to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Arvest Wealth Management
Bentonville, AR
Springdale, AR
Fort Smith, AR
Oklahoma City, OK
Little Rock, AR
Springfield, MO
Tulsa, OK
Springfield, MO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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