Jerome Knochelmann
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.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jerome Knochelmann II's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 15, 2022 - Present
KWMA
June 27, 2018 - June 7, 2021
FIDELITY BROKERAGE SERVICES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/15/2022)
Exams
Series 7TO
Date: 9/21/2022
General Securities Representative ExaminationCurrent Firm
KWMA
CRD#: 319076 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 18 |
| AUM (Assets Under Management) | $ 2,273,792 |
Red Flags
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.
