Unclaimed Profile

Jerrod Allen Weiss

PLAN STRATEGIES INC·CENTENNIAL, Colorado

Series 6, Series 63, Series 65Clean record8 years registeredPLAN STRATEGIES INC

5975 S QUEBEC, CENTENNIAL, CO 80111CRD# 5350053Firm CRD# 110048

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jerrod Allen Weiss · CENTENNIAL, CO

Registration

CRD #5350053 · PLAN STRATEGIES INC · 8 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PLAN STRATEGIES INC

PLAN STRATEGIES INC

Sep 2017 – Nov 2021

CENTENNIAL, CO

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Series 65

Registration record

First registered · September 6, 2017

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PLAN STRATEGIES INC

CRD 110048 · SEC 801-111942

AUM

$292M

Regulatory assets under management

Employees

189 client accounts

Services offered by PLAN STRATEGIES INC

Per Form ADV

Publication of periodicals/newsletters

View all advisors at PLAN STRATEGIES INC →

Introduction

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Frequently Asked Questions

What services does Jerrod Allen Weiss offer?

Jerrod Allen Weiss is a registered financial advisor in CENTENNIAL, Colorado.

What are Jerrod Allen Weiss's credentials?

Jerrod Allen Weiss is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jerrod Allen Weiss located?

Jerrod Allen Weiss is based in CENTENNIAL, Colorado, last registered with PLAN STRATEGIES INC.

How does Jerrod Allen Weiss charge for services?

Jerrod Allen Weiss's firm is compensated through percentage of aum, subscription fees, other: percentage of assets on which we consult. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PLAN STRATEGIES INC?

PLAN STRATEGIES INC has approximately 3 employees and manages $292M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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