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VJ

Vera Jefremovas

ASSET ALLOCATION STRATEGIES
BOCA RATON, FL
·CRD# 4544291·24 years experience

Professional Summary

Vera Jefremovas, who also goes by Vera Jefremovas Pulskamp, is a registered financial advisor currently at ASSET ALLOCATION STRATEGIES, LLC located in Boca Raton, Florida and GLP INVESTMENT SERVICES, LLC located in Farmington, Michigan. Vera is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Vera has worked at 4 firms and has passed the Series 65, Series 63, Series 6TO, SIE and Series 6...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Vera Jefremovas Pulskamp

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

24 years in the financial services industry

Current & Past Employments

ASSET ALLOCATION STRATEGIES, LLC·CRD# 152339
RIA
Boca Raton, FL
July 28, 2025 - Present
GLP INVESTMENT SERVICES, LLC·CRD# 25450
BD
33335 Grand River, Farmington, MI 48336
August 23, 2025 - Present
PFS INVESTMENTS INC.·CRD# 10111
BD
Coconut Creek, FL
October 31, 2012 - December 31, 2013
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
BD
Fort Lauderdale, FL
November 5, 2007 - June 29, 2010
PFS INVESTMENTS INC.·CRD# 10111
BD
Duluth, GA
July 16, 2002 - October 31, 2006

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Current Firm

AA
ASSET ALLOCATION STRATEGIES, LLC

ASSET ALLOCATION STRATEGIES, LLC

CRD#: 152339 / SEC#: 801-106707
RIA
Registered Investment Advisory firm - SEC (9/28/2015 Approved)
Massachusetts
Registered Investment Advisory firm - Massachusetts (3/30/2021 Terminated)
Michigan
Registered Investment Advisory firm - Michigan (3/30/2021 Terminated)
Vermont
Registered Investment Advisory firm - Vermont (6/14/2018 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

33335 Grand River, Farmington, MI 48336

Phone Number

(248) 489-0101

# of Employees

45

SEC notice filing (22 States and Territories)

Registered to provide investment advisory services in 22 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ASSET ALLOCATION STRATEGIES, LLC FORM 2A 2025 (9/18/2026)

Regulatory Assets Under Management

Total Number of Accounts

6,660

AUM (Assets Under Management)

$1,019,375,000

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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) VALUTEACHERS | INVESTMENT-RELATED | PONTE VEDRA, FL | NATURE: INSURANCE, FIXED/INDEXED ANNUITY SALES | POSITION: INSURANCE AGENT, INDEPENDENT CONTRACTOR | START DATE: 10/2023 | APX. HRS/MONTH: 120 (100 DURING TRADING HOURS) | DUTIES: PROSPECTING PUBLIC SCHOOL EMPLOYEES TO MARKET FIXED/INDEX ANNUITY PRODUCTS. 2) LANGUAGE INTERPRETER, SELF-EMPLOYED | INVESTMENT RELATED: NO | BOCA RATON, FL | NATURE: LANGUAGE INTERPRETATION SERVICES | POSITION: INTERPRETER | START DATE: 5/2015 | APX. HOURS/MO: 10-15 (DURING TRADING HOURS) | INTERPRET LANGUAGE PAIRS- PORTUGUESE/ENGLISH, SPANISH/ENGLISH. 3) HEALTH INSURANCE, SELF-EMPLOYED | INVESTMENT RELATED: YES| BOCA RATON, FL | NATURE: HEALTH INSURANCE SALES | POSITION: AGENT| START DATE: 6/2024 | APX. HOURS/MO: 5 (DURING TRADING HOURS) | DUTIES: PROSPECTING CLIENTS FOR MEDICARE SUPPLEMENTS AND MEDICARE ADVANTAGE PRODUTS. 4) ASSET ALLOCATION STRATEGIES, LLC | INVESTMENT RELATED | LOCATED IN FLORIDA, SUPERVISED FROM FARMINGTON MI | NATURE: INVESTMENT ADVISOR | POSITION: IAR | START DATE: JUNE 2025 | APX___ HRS/MO., ___ HRS DURING TRADING HOURS | DUTIES: SOLICIT, SERVICE, ACTIVELY MANAGE ADVISORY ACCOUNTS/CLIENTS.

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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".
AA
ASSET ALLOCATION STRATEGIES, LLC

ASSET ALLOCATION STRATEGIES, LLC

CRD#: 152339 / SEC#: 801-106707
RIA
Registered Investment Advisory firm - SEC (9/28/2015 Approved)
Massachusetts
Registered Investment Advisory firm - Massachusetts (3/30/2021 Terminated)
Michigan
Registered Investment Advisory firm - Michigan (3/30/2021 Terminated)
Vermont
Registered Investment Advisory firm - Vermont (6/14/2018 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
IAR
Florida
(7/28/2025)
RR
Florida
(8/28/2025)

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.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jul 2025About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jul 2002About the Series 63 exam

Series 6TO — Investment Company Products/Variable Contracts Representative Examination

Passed Aug 2025About the Series 6TO exam

SIE — Securities Industry Essentials Examination

Passed Aug 2025About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jul 2002About the Series 6 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Vera Jefremovas's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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