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Jerome M. Deutsch

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CRD#: 1250240
JD

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jerome Mark Deutsch, who also goes by Jerome M Deutsch, was a registered financial professional .

Jerome is a previously registered financial professional and started their career in finance in 1984. Jerome had worked at 12 firms and has passed the Series 65, Series 66, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jerome M Deutsch

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

June 18, 2013 - December 11, 2014

INDEX STRATEGY ADVISORS INC.

RIA
CRD#: 154967
LOS ANGELES, CA
Past

February 24, 2006 - May 4, 2007

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
NEW YORK, NY
Past

August 12, 2004 - December 5, 2005

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

March 15, 2001 - November 8, 2002

WELLS FARGO INSTITUTIONAL SECURITIES, LLC

BD
CRD#: 5958
CHARLOTTE, NC
Past

May 10, 2000 - June 28, 2002

WELLS FARGO BROKERAGE SERVICES, L.L.C.

BD
CRD#: 16100
MINNEAPOLIS, MN
Past

January 29, 1998 - December 19, 2000

WELLS FARGO SECURITIES INC.

BD
CRD#: 17438
SAN FRANCISCO, CA
Past

September 10, 1993 - January 9, 1998

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX
Past

September 30, 1992 - August 17, 1993

AMERICA INVEST ONLINE, INC.

BD
CRD#: 21166
ROSLYN HEIGHTS, NY
Past

September 27, 1990 - March 30, 1992

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
DETROIT, MI
Past

April 27, 1987 - February 21, 1989

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SMITHFIELD, RI
Past

January 28, 1985 - October 8, 1986

CITICORP FINANCIAL SERVICES,INC.

BD
CRD#: 14675
Past

May 21, 1984 - December 4, 1984

FLEET BROKERAGE SECURITIES, INC.

BD
CRD#: 7313
Past

March 22, 1984 - April 17, 1984

C.W. RHOADES & CO., INC.

BD
CRD#: 13491

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 5/13/2013
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 8/19/2004
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 10/2/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 8/11/2004
General Securities Representative Examination

Current Firm

IS
INDEX STRATEGY ADVISORS INC.
INDEX STRATEGY ADVISORS | INDEX STRATEGY ADVISORS, INC. | INDEX STRATEGY ADVISORS INC.

CRD#: 154967 / SEC#:

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Contact information

Main Address
Los Angeles, CA
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

INDEX STRATEGY ADVISORS INC.

CRD#: 154967

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