Jerrold Trub
Jerrold Trub is a registered investment advisor at Parkview Capital Management, based in Highland Park, NJ, with 19 years of industry experience. Jerrold operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 9 clients with $760K 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 | 1.50% |
Fee Estimator
Location
1 Parkview Terrace, Highland Park, NJ, 08904
Get directionsHistory
Regulatory History (1)
Regulatory
May 2012Other Business Activities
Jerrold is a Director of a business unit at MTA, a public transportation organization, since 1993. This role involves performing operational reviews for management and takes nearly full-time, including a significant portion during trading hours.
Employment History
Current Registrations
Parkview Capital Management
Previous Registrations
Baron Financial Management CORP.
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.