JP
CFP · ChFC
JP
CFP · ChFC

Jerome Price

42 Years of Experience
Scarborough, ME
1 DisclosureBrokerSells Insurance

Jerome Price is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Scarborough, ME, with 42 years of industry experience. Jerome operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

7 Oak Hill Terrace Suite 204, Scarborough, ME, 04074

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History

Regulatory History (1)
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Criminal
January 1982
Final Disposition
Other Business ActivitiesSells Insurance

Jerome owns Price Financial, providing tax preparation services and financial services since 1992, dedicating a significant amount of time to these activities. He also sells life, health, and long-term care insurance and works as a real estate agent, but spends minimal time on these endeavors.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
June 1996 - Present · 29 yrs 11 mos
Previous Registrations
Price Financial
February 2007 - February 2010 · 3 yrs
Cetera Advisors LLC
August 2002 - March 2024 · 21 yrs 7 mos
John Hancock Distributors, INC.Broker
September 1983 - June 1996 · 12 yrs 9 mos
John Hancock Mutual Life Insurance CompanyBroker
September 1983 - June 1996 · 12 yrs 9 mos
State Registrations14 states
AZCACOFLGAMAMENCNHNYORPASCWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.