Jerome R. Marzullo
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 Richard Marzullo, who also goes by Jerry Marzullo, was a registered financial professional .
Jerome is a previously registered financial professional and started their career in finance in 1991. Jerome had worked at 5 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
December 23, 2013 - November 30, 2020
FINANCIAL DIMENSIONS GROUP, INC.
June 27, 2007 - December 31, 2012
FINANCIAL DIMENSIONS GROUP, INC.
May 5, 2005 - July 1, 2020
OSAIC WEALTH, INC.
November 18, 1991 - May 6, 2005
IDS LIFE INSURANCE COMPANY
November 18, 1991 - May 6, 2005
AMERIPRISE FINANCIAL SERVICES, LLC
July 24, 1991 - November 15, 1991
KOBER FINANCIAL CORP.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
FINANCIAL DIMENSIONS GROUP, INC.
CRD#: 115143 / SEC#: 801-77285
Contact information
Regulatory assets under management
| Total Number of Accounts | 9,105 |
| AUM (Assets Under Management) | $ 2,603,760,951 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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