Jerome
Casola

Pfs Investments Inc

CRD#6581428
Investment Advisor
in Mahwah, NJ

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About this Advisor

Jerome Casola is a financial advisor based in Mahwah, New Jersey, working with Pfs Investments Inc. Jerome has previously held positions at Pfs Investments Inc, Primerica Financial Services, and Casola Group LTD. Jerome has passed the Series 63 regulatory exam and is registered to provide services in New York. Currently, Jerome is part of Pfs Investments Inc, which operates out of Mahwah, New Jersey. The firm has 1,704 offices and 3,590 employees. The firm manages assets totaling $8.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Pfs Investments Inc includes asset-based fees.

Certifications and Registrations

Series 63

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

61 Ramapo Valley Rd Ste B
Mahwah, NJ 07430

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$8,461,983,895

NJ Average: $3,570,121,308
Total Number of Employees

3,590

NJ Average: 58
Total Number of Accounts

59,808

NJ Average: 1,608
Average Account Size

$141,486

NJ Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Jerome Casola Work History

2016 - Present (8 years)

Pfs Investments Inc

2014 - Present (10 years)

Primerica Financial Services

2005 - Present (19 years)

Casola Group LTD

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Jerome Casola to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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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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