Jerome
Bellm

Highpoint Planning Partners

CRD#2263859
Investment Advisor
in Downers Grove, IL

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About this Advisor

Jerome Bellm is a financial advisor based in Downers Grove, Illinois, working with Highpoint Planning Partners. Jerome has previously held positions at Lpl Financial LLC, Level Four Advisory Services, and Highpoint Advisor Group Dba Midwest Family Wealth Management. Jerome has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Illinois and Texas. Currently, Jerome is part of Highpoint Planning Partners, which operates out of Downers Grove, Illinois. The firm has 67 offices and 96 employees. The firm manages assets totaling $3.0 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, and selection of other advisers. The fee structure at Highpoint Planning Partners includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2651 Warrenville Road Suite 200
Downers Grove, IL 60515

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Highpoint Planning Partners Brokerage Details

Total Assets Under Management

$3,001,000,000

IL Average: $6,674,516,078
Total Number of Employees

96

IL Average: 44
Total Number of Accounts

13,229

IL Average: 2,564
Average Account Size

$226,850

IL Average: $2,603,165

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

Jerome Bellm Work History

2014 - Present (11 years)

Highpoint Advisor Group Dba Midwest Family Wealth Management

2011 - Present (14 years)

Lpl Financial LLC

2014 - 2014 (< 1 year)

Level Four Advisory Services

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Jerome Bellm 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 Highpoint Planning Partners

Sammy Moy
Chicago, IL
Thomas Mccabe
Orland Park, IL
Gerran Batterberry
Downers Grove, IL
Ann Greenberg
Chicago, IL
Christopher Breitenbach
Saint Charles, IL
Brett Pawelkiewicz
Downers Grove, IL
Samuel Lee
Downers Grove, IL
Eric Bartlett
Volo, IL

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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