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Jerold Roger Meier

AEGIS FINANCIAL ADVISORS INC·ALTAMONTE SPRINGS, Florida
Clean recordAEGIS FINANCIAL ADVISORS INC
300 MAITLAND AVENUE, ALTAMONTE SPRINGS, FL 32701CRD# 1143650Firm CRD# 107629

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jerold Roger Meier · ALTAMONTE SPRINGS, FL
Registration
CRD #1143650 · AEGIS FINANCIAL ADVISORS INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jerold Roger Meier is a registered financial advisor based in ALTAMONTE SPRINGS, Florida, affiliated with AEGIS FINANCIAL ADVISORS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
AEGIS FINANCIAL ADVISORS INC
AEGIS FINANCIAL ADVISORS INC
AUM
$113M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at AEGIS FINANCIAL ADVISORS INC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1143650
Firm CRD# 107629
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jerold Roger Meier offer?
Jerold Roger Meier specializes in Financial Planning, Investment Management. Contact their office in ALTAMONTE SPRINGS, Florida for a consultation.
What are Jerold Roger Meier's credentials?
Jerold Roger Meier is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jerold Roger Meier located?
Jerold Roger Meier is based in ALTAMONTE SPRINGS, Florida, working with AEGIS FINANCIAL ADVISORS INC. Their office serves clients in the ALTAMONTE SPRINGS metropolitan area and surrounding communities.
How does Jerold Roger Meier charge for services?
Jerold Roger Meier's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AEGIS FINANCIAL ADVISORS INC?
AEGIS FINANCIAL ADVISORS INC has approximately 3 employees and manages $113M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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