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 based in Fremont, Ohio, working with Strategic Wealth Partners, LTD. Jerome has previously held positions at Fifth Third Bank, Fifth Third Securities, Strategic Wealth Partners LTD, and Vault Investment Partners, LLC. Jerome has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Ohio and Texas. Currently, Jerome is part of Strategic Wealth Partners, LTD, which operates out of Fremont, Ohio. The firm has 12 offices and 23 employees. The firm manages assets totaling $1.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, publication of newsletters, and educational seminars. The fee structure at Strategic Wealth Partners, LTD includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66

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

$1,083,606,865

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

23

OH Average: 34
Total Number of Accounts

3,107

OH Average: 1,972
Average Account Size

$348,763

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

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

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 Murray
Independence, OH
Robert Lambert
Independence, OH
Peter Brunton
Independence, OH
Nathan Fischer
Independence, OH
Joseph Rudnicki
Independence, OH
Richard Eicheldinger
Independence, OH
David Abate
Independence, OH

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.

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