Jerome
Wiggins

Strategic Wealth Partners, LTD

CRD#4555859
Investment Advisor
in Fremont, OH

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About this Advisor

Jerome Wiggins is a financial advisor working out of Fremont, Ohio. Wiggins is an employee of Strategic Wealth Partners, LTD. The advisor has gained experience at Fifth Third Bank, Fifth Third Securities, Strategic Wealth Partners LTD and Vault Investment Partners, LLC. Wiggins maintains Series 63 and Series 66 licenses, designating them as a securities representative, and is approved to work in Ohio and Texas. Strategic Wealth Partners, LTD is a registered investment company operating out of Independence, OH. It has offices in eight locations and a total of 20 financial advisors. It manages $796 million in assets under management across its 2,393 client accounts, making it one of the bigger firms in the country by assets under management. The firm provides financial advice to one charities and foundations. Of its 2,393 customer accounts, 54% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The firm offers a wide range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, publication of newsletters and educational seminars. Fees for financial advice usually are based on which services the firm provides the client. Fees billed by Strategic Wealth Partners, LTD likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

528 3Rd Avenue
Fremont, OH 43420

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Strategic Wealth Partners, LTD Brokerage Details

Total Assets Under Management

$795,833,306

OH Average: $2,106,341,625
Total Number of Employees

20

OH Average: 34
Total Number of Accounts

2,393

OH Average: 1,972
Average Account Size

$332,567

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Jerome Wiggins Work History

Jerome has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Strategic Wealth Partners LTD

2017 - Present (7 years)

Vault Investment Partners, LLC

2002 - 2017 (15 years)

Fifth Third Bank

2002 - 2017 (15 years)

Fifth Third Securities

*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 Jerome Wiggins 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 Strategic Wealth Partners, LTD

Ryan Dobroka
Independence, OH
David Abate
Independence, OH
Tasha Mauss
Independence, OH
Derek Gabrielsen
Independence, OH
Matthew Geary
Independence, OH
Ian Miller
Independence, OH
Christopher Jackson
Independence, OH

The content in this profile was updated by SmartAsset on 4/16/2023. 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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