Jerry
Katz

Bilkeykatz Investment Consultants

CRD#1306945
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Jerry Katz is a financial advisor based in Pittsburgh, Pennsylvania, working with Bilkeykatz Investment Consultants. Jerry has previously held a position at Bilkeykatz Investment Consultants, Inc. Jerry has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Jerry is part of Bilkeykatz Investment Consultants, which operates out of Pittsburgh, Pennsylvania. The firm has one office and eight employees. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include pension consulting services, selection of other advisers, and other services. The fee structure at Bilkeykatz Investment Consultants includes hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Services Offered

Pension consulting services, Selection of other advisers, Other

Fee Structure

Hourly Charges, Fixed Fees

Office Location

411 Seventh Avenue Suite 1425
Pittsburgh, PA 15219-1905

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Bilkeykatz Investment Consultants Brokerage Details

Total Number of Employees

8

PA Average: 41

Investment Advisory Services

  • Pension consulting services
  • Selection of other advisers
  • Other

Jerry Katz Work History

2002 - Present (23 years)

Bilkeykatz Investment Consultants, Inc

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Disclosures

Please visit the SEC profile of Jerry Katz 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 Bilkeykatz Investment Consultants

Patrick Fisher
Pittsburgh, PA
Darrin Duda
Pittsburgh, PA
Jerry Katz
Pittsburgh, PA

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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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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