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JL
CFP
JL
CFP

Jerome Leftwich

Financial Security Services Group, INC.
25 Years of Experience
Allen, TX
View SEC Summary
View SEC Summary

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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 323 clients with $83M in assets under management.

Financial Security Services Group, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
323 clients
Average Client Portfolio
$258K average
Assets Under Management
$83.4M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Direct asset management fee is 1.50% annually and is negotiable. Firm also offers third-party managed portfolios through Gradient Investments with total annual fees ranging from 1.00% to 1.65%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

550 S Watters Rd, Suite 253, Allen, TX, 75013

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Financial Security Services Group, INC.
February 2023 - Present · 3 yrs 8 mos
Previous Registrations
Gwn Securities INC.
February 2022 - October 2022 · 8 mos
Gwn Securities INC.Broker
October 2021 - October 2022 · 1 yr
Stf Management, LLC
May 2018 - October 2021 · 3 yrs 5 mos
Flexible Plan Investments LTD
January 2017 - October 2017 · 9 mos
Stf Management, LLC
April 2016 - January 2017 · 9 mos
Jim Poe and Associates INC.
March 2014 - May 2014 · 2 mos
Union Capital Company
July 2011 - October 2012 · 1 yr 3 mos
Union Capital CompanyBroker
July 2011 - October 2012 · 1 yr 3 mos
Chase Investment Services CORP.
April 2010 - June 2011 · 1 yr 2 mos
Chase Investment Services CORP.Broker
April 2010 - June 2011 · 1 yr 2 mos
Wells Fargo Investments, LLC
June 2006 - April 2010 · 3 yrs 10 mos
Wells Fargo Investments, LLCBroker
June 2006 - April 2010 · 3 yrs 10 mos
Charles Schwab & CO., INC.
September 2005 - June 2006 · 9 mos
Charles Schwab & CO., INC.Broker
May 2005 - June 2006 · 1 yr 1 mo
Strategic Advisers, INC.
July 2000 - December 2004 · 4 yrs 5 mos
Fidelity Brokerage Services LLCBroker
April 1996 - December 2004 · 8 yrs 8 mos
State Registrations2 states
CATX
Advisor

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.
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