Jerry
Neal
Everstar Asset Management, LLC
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About this Advisor
Jerry Neal is a financial advisor based in Cornelius, North Carolina, working with Everstar Asset Management, LLC. Jerry has previously held positions at Guardian Life Ins, Park Avenue Securities, Alphastar Capital Management, LLC, Advanced Wealth Strategies, Inc, Neal Properties, Inc, and Everstar Asset Management, LLC. Jerry has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina, South Carolina, and Virginia. Currently, Jerry is part of Everstar Asset Management, LLC, which operates out of Cornelius, North Carolina. The firm has one office and ten employees. The firm manages assets totaling $131.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and educational seminars. The fee structure at Everstar Asset Management, LLC includes asset-based, hourly, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Everstar Asset Management, LLC Brokerage Details
$131,435,199
10
700
$187,765
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Jerry Neal Work History
Everstar Asset Management, LLC
Advanced Wealth Strategies, Inc
Neal Properties, Inc
Alphastar Capital Management, LLC
Guardian Life Ins
Park Avenue Securities
Disclosures
Please visit the SEC profile of Jerry Neal 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 Everstar Asset Management, LLC
Cornelius, NC
Cornelius, NC
Cornelius, NC
Mooresville, NC
Mooresville, NC
Cornelius, NC
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