Jerry Everwine
Jerry Everwine is a registered investment advisor at Calton & Associates, INC., based in Vineland, NJ, with 52 years of industry experience. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 5,283 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Calton charges a percentage of your portfolio for investment management, up to 2.60% annually. This fee may be negotiable. The exact fee depends on the representative managing your account and the program you select. You may also incur additional fees from third-party money managers. Calton bills quarterly, either in advance or arrears. You can terminate the agreement with 30 days' notice, and any unearned fees will be refunded. Some clients may be charged performance-based fees.
Location
838 East Cherry Street, Suite One, Vineland, NJ, 08360-4712
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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
Jerry works as an associate tax preparer for Strategic Tax Planning for three months of the year, dedicating minimal time outside of that. Jerry also owns Jerry Everwine Insurance Services, selling life, health, and long-term care insurance, which takes minimal time.
Employment History
Current Registrations
Calton & Associates, INC.
Calton & Associates, INC.Broker
Previous Registrations
Usallianz Securities, INC.
Usallianz Securities, INC.Broker
Walnut Street Securities, INC.Broker
H.D. Vest Investment Securities, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
John Hancock Distributors, INC.Broker
Aetna Investment Services, INC.Broker
Aetna Life Insurance and Annuity CompanyBroker
MML Investors Services, INC.Broker
Pml Securities CompanyBroker
Metropolitan Life Insurance CompanyBroker
Whitehall Securities CorporationBroker
State Registrations8 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.