Jerome Leftwich
Jerome Leftwich is a CFP-designated registered investment advisor at Financial Security Services Group, INC., based in Allen, TX, with 25 years of industry experience. Jerome operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 313 clients with $77M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.55% |
| $150K - $350K | 1.35% |
| $350K - $700K | 1.25% |
| $700K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.90% |
| $1.5M - $2.5M | 0.80% |
| $2.5M - $4.0M | 0.70% |
| $4M+ | 0.60% |
Annual fee may be negotiable based on various criteria.
Fee Estimator
Location
550 S Watters Rd, Suite 253, Allen, TX, 75013
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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 →Employment History
Current Registrations
Financial Security Services Group, INC.
Previous Registrations
Gwn Securities INC.
Gwn Securities INC.Broker
Stf Management, LLC
Flexible Plan Investments LTD
Stf Management, LLC
Jim Poe and Associates INC.
Union Capital Company
Union Capital CompanyBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
State Registrations2 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.