Jeri
Bitner
Cuso Financial Services, L.P
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About this Advisor
Jeri Bitner is a financial advisor based in San Diego, California, working with Cuso Financial Services, L.P. Jeri has previously held positions at Grove Point Investments LLC and Cuso Financial Services, L.P. Jeri has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Jeri is part of Cuso Financial Services, L.P, which operates out of San Diego, California. The firm has 900 offices and 833 employees. The firm manages assets totaling $4.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Cuso Financial Services, L.P includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cuso Financial Services, L.P Brokerage Details
$4,664,869,848
833
26,968
$172,978
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
Jeri Bitner Work History
Grove Point Investments LLC
Cuso Financial Services, Lp
Disclosures
Please visit the SEC profile of Jeri Bitner 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 Cuso Financial Services
Wilbraham, MA
Ann Arbor, MI
Anaheim, CA
Vancouver, WA
Lunenburg, MA
Vancouver, WA
Dearborn, MI
Saint George, UT
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