JM
Jerome J. Mancuso
WORLD EQUITY GROUP
Northfield, IL 60093
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CRD#: 2137956
JM
Professional summary
Jerome Joseph Mancuso is a registered financial advisor currently at WORLD EQUITY GROUP, INC. located in Northfield, Illinois.
Jerome is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Jerome has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
(1) JEROME J. MANCUSO & ASSOCIATES, INC., PRESIDENT, INVESTMENT RELATED, 181 WAUKEGAN ROAD, SUITE 100 NORTHFIELD, IL 60093, SINCE 02/1987, EMPLOYEE BENEFIT INSURANCE AGENCY, 160 Hrs/Mo, 160 Hr/Mo DURING TRADING HOURS, OWNER/PRESIDENT, INSURANCE AGENT/SALES FOR INDIVIDUAL & GROUP LIFE, DISABILITY AND HEALTH INSURANCE - PRIMARY DBA.
(2) GROUP ADMINISTRATION PREMIUM SERVICE, PRESIDENT, NOT INVESTMENT RELATED, 181 WAUKEGAN ROAD, SUITE 100 NORTHFIELD, IL 60093, SINCE 03/1989, EMPLOYEE BENEFIT INSURANCE AGENCY, 0 Hr/Mo, AGENCY OWNER/PRESIDENT, IT WAS MARKETING EMPLOYEE BENEFITS-BUT CURRENTLY BUSINESS IS DORMANT/NOT USED.
CRS (Client Relationship Summary) - RIA
Click below to view Jerome Joseph Mancuso's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Jerome Joseph Mancuso's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 9, 2011 - Present
WORLD EQUITY GROUP, INC.
Office #1: 181 Waukegan Road Suite 100, Northfield, IL 60093RIA
BD
CRD#: 29087
Northfield, IL
Current
August 10, 2011 - Present
WORLD EQUITY GROUP, INC.
Office #1: 181 Waukegan Road Suite 100, Northfield, IL 60093RIA
BD
CRD#: 29087
Northfield, IL
Past
March 15, 1999 - May 2, 2003
INDEPENDENT ADVISERS GROUP CORP
RIA
CRD#: 106684
ARLINGTON HEIGHTS, IL
Past
January 25, 1999 - June 28, 2011
OSAIC FS, INC.
RIA
CRD#: 3870
ARLINGTON HEIGHTS, IL
Past
December 8, 1995 - June 28, 2011
OSAIC FS, INC.
BD
CRD#: 3870
ARLINGTON HEIGHTS, IL
Past
May 1, 1991 - September 19, 1995
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SPRINGFIELD, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WE
WORLD EQUITY GROUP, INC.
COMPASS ASSET MANAGEMENT | WORLD EQUITY GROUP, INC. | UNITED FINANCIAL GROUP INC. | PRAXIS WEALTH MANAGEMENT | MIDWAY WEALTH PARTNERS | MARTIN JAMES INVESTMENT & TAX MANAGEMENT LLC | INFINITY WEALTH MANAGEMENT, LLC | FOUR POINTS ADVISORY
CRD#: 29087 / SEC#: 801-56328, 8-44088
RIA
Registered Investment Advisory firm - SEC (3/26/1999 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(8/11/2011)
RR
Florida(8/11/2011)
IAR
Illinois(8/9/2011)
RR
Illinois(8/10/2011)
RR
New York(2/17/2025)
RR
Oregon(4/12/2022)
RR
Texas(2/18/2025)
RR
Wisconsin(8/10/2011)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
WE
WORLD EQUITY GROUP, INC.
COMPASS ASSET MANAGEMENT | WORLD EQUITY GROUP, INC. | UNITED FINANCIAL GROUP INC. | PRAXIS WEALTH MANAGEMENT | MIDWAY WEALTH PARTNERS | MARTIN JAMES INVESTMENT & TAX MANAGEMENT LLC | INFINITY WEALTH MANAGEMENT, LLC | FOUR POINTS ADVISORY
CRD#: 29087 / SEC#: 801-56328, 8-44088
RIA
Registered Investment Advisory firm - SEC (3/26/1999 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information
Main Address
425 N Martingale Road Suite 1220, Schaumburg, IL 60173
Mailing Address
425 N Martingale Road Suite 1200, Schaumburg, IL 60173
Phone number
(847) 342-1700
Established
Illinois since 09/13/1991
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees
170
SEC notice filing (51 States and Territories)
FINRA licenses (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,151 |
| AUM (Assets Under Management) | $ 944,844,374 |
Disclosures
| Regulatory Event | 12 |
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.
