Jerrold
Maier

Wealth Watch Advisors, Inc

CRD#846616
Investment Advisor
in Englewood, CO

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About this Advisor

Jerrold Maier is a financial advisor based in Englewood, Colorado, working with Wealth Watch Advisors, Inc. Jerrold has previously held positions at Oneamerica Securities, Inc and Wealth Watch Advisors, LLC. Jerrold has passed the Series 63 regulatory exam and is registered to provide services in Minnesota. Currently, Jerrold is part of Wealth Watch Advisors, Inc, which operates out of Englewood, Colorado. The firm has 47 offices and 52 employees. The firm manages assets totaling $348.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Wealth Watch Advisors, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

S Valley Hwy 8310
Englewood, CO 80112

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Wealth Watch Advisors, Inc Brokerage Details

Total Assets Under Management

$348,457,887

CO Average: $2,349,664,866
Total Number of Employees

52

CO Average: 28
Total Number of Accounts

3,061

CO Average: 1,101
Average Account Size

$113,838

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Jerrold Maier Work History

2016 - Present (9 years)

Wealth Watch Advisors, LLC

1999 - 2016 (17 years)

Oneamerica Securities, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Jerrold Maier 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 Wealth Watch Advisors, Inc

Jason Madero
Boerne, TX
John Kamm
Englewoood, CO
William Gastl
Englewood, CO
Steven Vrooman
Englewood, CO
Cash Matthews
Jenks, OK
James Mc Kennon
Brookhaven, MS
Andrew Arehart
Medina, OH
Benton Randle
Spicewood, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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