JF
Jerome K. Fitzharris
CENTER FOR WEALTH MANAGEMENT ADVISORY
Centerville, OH 45459
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CRD#: 4867680
JF
Professional summary
Jerome K Fitzharris, who also goes by Jerome Kevin Fitzharris, Jerry Fitzharris, is a registered financial advisor currently at CENTER FOR WEALTH MANAGEMENT ADVISORY located in Centerville, Ohio.
Jerome is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Jerome has worked at 4 firms and has passed the Series 65, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jerome Kevin Fitzharris | Jerry Fitzharris
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.
Fitz Properties LLC~'NIR'~7036 Corporate Way~Centerville~OH~45459~Rental Property Owner/Management~Owner/Sole Proprietor~1/4/2016~3hrs~0hrs~Operations Mgr| Fitz Financial Services, Inc.~'NIR'~28-A E South St~Bellbrook~OH~45305~Tax Preparation/Accounting~Owner/Sole Proprietor~2/1/2007~100hrs~0hrs~tax prep, acctg| HD Vest Insurance Agency, LLC~'IR'~6333 North State Highway 161, 4th Floor~Irving~TX~75038~Equity Indexed Annuity~Agent~5/1/2018~6hrs~6hrs~I may have the ability to sell any, or all of the following products: variable annuities, fixed annuities, any/all types of index annuities, variable insurance (e.g. VUL/VIL).| Kettering Holiday at Home Foundation~'NIR'~Shroyer Rd~Kettering~OH~45429~Board Position/Officer~Other~8/1/2019~2.5hrs~0hrs~Maintain checkbook, pay bills, make bank deposits Fiduciary Appointment-Trustee~'NIR'~7036 Corporate Way~Centerville~OH~45459~12/4/2018~2hrs~1hrs~Be trustee for trust set up for grandchildren ----- 1) Fitz Financial Services Inc - CPA, Accounting and Tax Firm. 2) Jerome K Fitzharris CPA - Accounting and Tax 3) I have rental properties 4) I am treasurer of Kettering Holiday Home Foundation.
CRS (Client Relationship Summary) - RIA
Click below to view Jerome K Fitzharris'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
January 31, 2022 - Present
CENTER FOR WEALTH MANAGEMENT ADVISORY
Office #1: 7036 Corporate Way, Centerville, OH 45459RIA
CRD#: 171221
Centerville, OH
Past
February 6, 2007 - October 7, 2021
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Centerville, OH
Past
March 10, 2005 - November 13, 2006
PARKLAND SECURITIES, LLC
BD
CRD#: 115368
BELLBROOK, OH
Past
November 11, 2004 - March 14, 2005
INVESTMENT PLANNERS, INC.
BD
CRD#: 18557
DECATUR, IL
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".
CF
CENTER FOR WEALTH MANAGEMENT ADVISORY
CENTER FOR WEALTH MANAGEMENT | CENTER FOR WEALTH MANAGEMENT LLC. | CENTER FOR WEALTH MANAGEMENT ADVISORY
CRD#: 171221 / SEC#: 801-112042
RIA
Registered Investment Advisory firm - (11/16/2017 Approved)Arizona
Registered Investment Advisory firm - (12/31/2017 Terminated)Kentucky
Registered Investment Advisory firm - (12/31/2017 Terminated)Massachusetts
Registered Investment Advisory firm - (12/31/2017 Terminated)Ohio
Registered Investment Advisory firm - (1/2/2018 Terminated)Texas
Registered Investment Advisory firm - (12/31/2017 Terminated)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.Highlighted states indicate IAR registrations
IAR
Ohio(1/31/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CF
CENTER FOR WEALTH MANAGEMENT ADVISORY
CENTER FOR WEALTH MANAGEMENT | CENTER FOR WEALTH MANAGEMENT LLC. | CENTER FOR WEALTH MANAGEMENT ADVISORY
CRD#: 171221 / SEC#: 801-112042
RIA
Registered Investment Advisory firm - (11/16/2017 Approved)Arizona
Registered Investment Advisory firm - (12/31/2017 Terminated)Kentucky
Registered Investment Advisory firm - (12/31/2017 Terminated)Massachusetts
Registered Investment Advisory firm - (12/31/2017 Terminated)Ohio
Registered Investment Advisory firm - (1/2/2018 Terminated)Texas
Registered Investment Advisory firm - (12/31/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Milford, OH
Mailing Address
Po Box 778, Amelia, OH 45102
Phone number
(513) 407-5430
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 887 |
| AUM (Assets Under Management) | $ 187,298,086 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CENTER FOR WEALTH MANAGEMENT ADVISORY
CRD#: 171221Centerville, OH 45459TRUST BUT VERIFY
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