Jerome Knochelmann Ii
Professional Summary
Jerome Knochelmann II, who also goes by Jerome Knochelmann, is a registered financial advisor currently at KWMA located in Florence, Kentucky. Jerome is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Jerome has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO, 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
Jerome Knochelmann
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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.
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Years of Experience
8 years in the financial services industry
Current & Past Employments
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Current Firm
KNOCHELMANN WEALTH MANAGEMENT & ADVISOR (KWMA) LLC | KWMA | KNOCHELMANN WEALTH MANAGEMENT AND ADVISORS (KWMA)
Contact Information
Main Address
Florence, KYPhone Number
(859) 750-5466# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
31AUM (Assets Under Management)
$4,534,206Similar 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
(11/15/2022)
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.
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CRS (Client Relationship Summary) - RIA
Click below to view Jerome Knochelmann II's CRS (Customer Relationship Summary).
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