JB
JB

Jerome Walter Butkiewicz

2 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
10,588 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$26.7B

Fee Structure

Minimum Investment:$10M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $25.0M0.95%
$25.0M - $50.0M0.90%
$50M+0.80%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4275 Executive Square, 5th Floor, La Jolla, CA, 92037

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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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Other Business Activities

Jerome works as a Regional Associate in sales for Brandes Investment Partners, LP, dedicating full-time hours to this role. He provides support for a Regional Director.

Employment History
Current Registrations
Foreside Fund Services, LLCBroker
July 2024 - Present · 1 yr 7 mos
Foreside Fund Services, LLC
July 2024 - Present · 1 yr 7 mos
Brandes Investment Partners, LP
April 2024 - Present · 1 yr 10 mos
Previous Registrations
Alps Distributors, INC.Broker
August 2023 - July 2024 · 11 mos
State Registrations15 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.