Christopher
Jersan
Wedgewood Partners, Inc
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About this Advisor
Christopher Jersan is a chartered financial analyst based in Saint Louis, Missouri with 2 years of industry experience. Jersan works at Wedgewood Partners, Inc. Throughout their career, Jersan has worked at Wedgewood Partners, Inc and Kennedy Capital. Jersan is approved to serve investors in Missouri. Wedgewood Partners, Inc is a registered investment firm that has its headquarters in Saint Louis, MO. It handles $620 million in assets under management among its 540 customer accounts, making it one of the larger financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 16 charitable organizations. Of its 540 accounts, 34% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The business has a set of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for institutional clients. Financial management fee schedules largely depend on which services are provided. Fees charged by Wedgewood Partners, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wedgewood Partners, Inc Brokerage Details
$619,461,035
13
540
$1,147,150
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Christopher Jersan Work History
Christopher has been registered as a financial advisor for 2 years.*
Wedgewood Partners, Inc
Kennedy Capital
*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 Christopher Jersan 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 Wedgewood Partners, Inc
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
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