JEROME W. MCKENZIE, CFP®

Manager of Client Services

Educational Background

  • A.A. Penn Valley Community College
  • CFP® Professional Education Program, College for Financial Planning, 1996

 

Business Experience
Jerome has served as the Client and Account Service Manager for the firm since 1991.  He has been an Investment Adviser Representative with the firm since 1998.  He handles account administration for investment management clients, prepares financial reports, executes investment transactions, assists in rebalancing portfolios, and addresses account inquiries.  Jerome functions as a liaison between the firm’s clients and client account custodians, and assists clients with cash management requests.  He serves as the Anti-Money Laundering Officer of Financial Advisory Service and its affiliated broker/dealer, FAS Corp.

 

Professional Designations
CERTIFIED FINANCIAL PLANNER™ certification (CFP®)

 

Additional information about Jerome is available on the SEC website at www.adviserinfo.sec.gov.