Jerry Aroneo
Jerry Aroneo is a registered investment advisor at Wealthcare Advisory Partners LLC, based in Millington, NJ, with 30 years of industry experience. Jerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 9,142 clients with $6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WCAP offers investment management services where fees are based on a percentage of the assets they manage. The specific percentage can be up to 1.85% annually, depending on factors like the types of investments, the size of your account, and any special reporting or restrictions. Fees are generally paid quarterly, in advance. WCAP may offer discounted rates to employees, their families, and very high net worth clients. If WCAP uses independent managers, your overall fees will include WCAP's fee plus the manager's fees. WCAP also offers a wrap fee program where transaction costs are included in the overall advisory fee.
Location
Millington, NJ
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Regulatory History (1)
Employment Separation After Allegations
August 2016Other Business ActivitiesSells Insurance
Jerry is involved in investment-related insurance sales in New York since 2018. This activity requires minimal time.
Employment History
Current Registrations
Wealthcare Advisory Partners LLC
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
J.P. Morgan Securities LLCBroker
Deutsche Bank Securities INC.Broker
Db Alex. Brown LLCBroker
Bt Brokerage CorporationBroker
L. F. Rothschild & CO. IncorporatedBroker
State Registrations1 state
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.