Jerome A. Neary
CORE PLANNING | Financial Advisor
Brookfield, WI
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CRD#: 6266219
Professional summary
Jerome A Neary, CFP®, who also goes by Jay A Neary, Jerome Arnold Neary III, Jerome Arnold Neary, Jerome A Neary, is a registered financial advisor currently at CORE PLANNING located in Brookfield, Wisconsin.
Jerome is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Jerome has worked at 4 firms and has passed the Series 63 and Series 65 exams.
Biography
Jay focuses on financial planning and helping clients realize their financial goals. In an increasingly complex financial world, simplifying personal finances is one of Jay’s passions. He is part of a diverse team that helps individuals and families accumulate, preserve and transfer their wealth. He also combines his passion for financial planning with his desire to help individuals impacted by serious health conditions in the community. As time allows, he enjoys blogging on topics related to finances and health. Additionally, he has partnered with area health care organizations and non-profits to provide educational sessions to cancer patients. Jay joined Wealth Enhancement Group through the SVA Financial Group acquisition in 2020. At home, Jay and his wife stay (very) busy and entertained with their four children. He enjoys reading, writing, traveling and playing the guitar.
Question & Answer
What are your service offerings?
Long-term Care
Comprehensive Financial Planni...
Retirement Planning
Life Transitions
Elder Care
Insurance Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Jay A Neary | Jerome Arnold Neary Iii | Jerome Arnold Neary | Jerome A Neary
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.
Wealth Enhancement Group DBA
CRS (Client Relationship Summary) - RIA
Click below to view Jerome A Neary'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®
CFP®
Start date: 2017
Experience
Current
July 24, 2025 - Present
CORE PLANNING
RIA
CRD#: 154660
Brookfield, WI
Past
January 2, 2021 - July 22, 2025
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
RIA
CRD#: 116407
BROOKFIELD, WI
Past
December 16, 2014 - January 13, 2021
SVA WEALTH MANAGEMENT, LLC
RIA
CRD#: 159216
BROOKFIELD, WI
Past
October 31, 2013 - May 28, 2014
FINANCIAL STRATEGIES, INC.
RIA
CRD#: 113097
BROOKFIELD, WI
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".
CORE PLANNING
AD ASTRA | ST. LOUIS PRIVATE ADVISORS | SAVOR FINANCIAL | PINK THREAD | PENN GUY M. JR | H3FP | G. M. PENN WEALTH MANAGEMENT | COREALIGN | CORE PLANNING, LLC | CORE PLANNING | CORE
CRD#: 154660 / SEC#: 801-131950
RIA
Registered Investment Advisory firm - (2/13/2025 Approved)California
Registered Investment Advisory firm - (5/9/2025 Terminated)Illinois
Registered Investment Advisory firm - (4/9/2025 Terminated)Missouri
Registered Investment Advisory firm - (4/9/2025 Terminated)Oregon
Registered Investment Advisory firm - (4/9/2025 Terminated)Texas
Registered Investment Advisory firm - (4/9/2025 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
Missouri(7/24/2025)
IAR
Wisconsin(9/10/2025)
Exams
State Security Law Exam
State Security Law Exam
Current Firm
CORE PLANNING
AD ASTRA | ST. LOUIS PRIVATE ADVISORS | SAVOR FINANCIAL | PINK THREAD | PENN GUY M. JR | H3FP | G. M. PENN WEALTH MANAGEMENT | COREALIGN | CORE PLANNING, LLC | CORE PLANNING | CORE
CRD#: 154660 / SEC#: 801-131950
RIA
Registered Investment Advisory firm - (2/13/2025 Approved)California
Registered Investment Advisory firm - (5/9/2025 Terminated)Illinois
Registered Investment Advisory firm - (4/9/2025 Terminated)Missouri
Registered Investment Advisory firm - (4/9/2025 Terminated)Oregon
Registered Investment Advisory firm - (4/9/2025 Terminated)Texas
Registered Investment Advisory firm - (4/9/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
706 N Main St, Ofallon, MO 63366
Mailing Address
Phone number
(636) 734-7507
Established
Firm type
Fiscal year end
# of Employees
32
SEC notice filing (29 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 884 |
| AUM (Assets Under Management) | $ 121,451,500 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
