Jerome Van Leftwich
CFP®Professional Summary
Jerome Van Leftwich, CFP®, who also goes by Van Leftwich, is a registered financial advisor currently at FINANCIAL SECURITY SERVICES GROUP, INC. located in Allen, Texas. Jerome is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Jerome has worked at 11 firms and has passed the Series 63, Series 66, Series 6TO, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Van Leftwich
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
30 years in the financial services industry
Current & Past Employments
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Current Firm
FINANCIAL SECURITY SERVICES GROUP, INC.
Contact Information
Main Address
2900 Village Parkway Suite 330, Highland Village, TX 75077Phone Number
(817) 251-1777# of Employees
4Documents
Regulatory Assets Under Management
Total Number of Accounts
665AUM (Assets Under Management)
$83,400,000Similar Advisors
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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.
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State Registrations and Notice Filings
(2/10/2023)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed Oct 2021About the Series 6TO examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Jerome Van Leftwich's CRS (Customer Relationship Summary).
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