Jerome O'reilly
Jerome O'reilly is a registered investment advisor at Planmember Securities Corporation, based in Carpinteria, CA, with 38 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.
Fee Estimator
Location
6187 Carpinteria Avenue, Carpinteria, CA, 93013
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jerome is a sole proprietor of Vista Financial Group Ltd, focusing on securities and insurance sales and seminar marketing, dedicating full-time hours to this endeavor. He is also an insurance producer/agent, spending about a quarter of his time on insurance sales and services.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Vista Financial Group, LTD.
Royal Alliance Associates, INC.
Vista Financial Group, LTD.
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
New England Securities CorporationBroker
State Registrations3 states
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.