Jerome
Wallace
Bankers Life Advisory Services, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Jerome Wallace is a financial advisor based in Westerville, Ohio, working with Bankers Life Advisory Services, Inc. Jerome has previously held positions at Jpmorgan Chase Bank Na, Papa Johns Pizza, Femto Homes, LLC, Jerome Wallace Company, LLC, Jpmorgan Chase Bank, N.A, Assetmark Brokerage, LLC, American Income Life, Bankers Life & Casualty, Inc, Bankers Life Securities, Inc, Bankers Life Advisory Services, Inc, J.S.C.E. Enterprises, LLC, and Jpmorgan Securities LLC. Jerome has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Jerome is part of Bankers Life Advisory Services, Inc, which operates out of Westerville, Ohio. The firm has 136 offices and 378 employees. The firm manages assets totaling $1.5 billion and offers services including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Bankers Life Advisory Services, Inc includes asset-based and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Bankers Life Advisory Services, Inc Brokerage Details
$1,486,019,075
378
13,089
$113,532
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Jerome Wallace Work History
Bankers Life & Casualty, Inc
Bankers Life Securities, Inc
Bankers Life Advisory Services, Inc
American Income Life
Femto Homes, LLC
Jerome Wallace Company, LLC
J.S.C.E. Enterprises, LLC
Assetmark Brokerage, LLC
Jpmorgan Chase Bank Na
Papa Johns Pizza
Jpmorgan Chase Bank, N.A
Jpmorgan Securities LLC
Jpmorgan Chase Bank Na
Jpmorgan Chase Bank Na
Jpmorgan Chase Bank Na
Disclosures
Please visit the SEC profile of Jerome Wallace 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 Bankers Life Advisory Services, Inc
Chicago, IL
Chicago, IL
Chicago, IL
Las Vegas, NV
Columbia, MO
Chicago, IL
Chicago, IL
Chicago, 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
