Jerome August Borzello

American Wealth Management, INC.

51 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

American Wealth Management, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9 advisors

Number of Clients

581 clients

Average Client Portfolio

$489K average

Assets Under Management

$284.3M

Fee Structure

Minimum Investment:$100K

Location

3480 Preston Ridge Road, Suite 500, Alpharetta, GA, 30005

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Regulatory

November 2006

Final

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

American Wealth Management, INC.

January 2003 - Present · 23 yrs 1 mo

Previous Registrations

American Wealth Management, INC.Broker

February 1990 - November 2024 · 34 yrs 9 mos

Alex. Brown & Sons IncorporatedBroker

June 1987 - February 1990 · 2 yrs 8 mos

Oppenheimer & CO., INC.Broker

September 1984 - July 1987 · 2 yrs 10 mos

A.G. Becker Paribas IncorporatedBroker

February 1982 - September 1984 · 2 yrs 7 mos

Lehman Brothers Kuhn Loeb IncorporatedBroker

February 1978 - March 1982 · 4 yrs 1 mo

Lehman Brothers IncorporatedBroker

April 1977 - February 1978 · 10 mos

Merrill Lynch, Pierce, Fenner & Smith, INC.Broker

November 1974 - April 1977 · 2 yrs 5 mos

State Registrations3 states

FLGATX

Advisor

Exams

No exam information available for this advisor.