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Edward Serra

JCM ADVISORS OF CRYSTAL RIVER, LLC·HERNANDO, Florida
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2450 NORTH CITRUS HILLS BOULEVARD, HERNANDO, FL 34442-5348CRD# 1708727Firm CRD# 150665
01

About

Edward Serra is a registered financial advisor based in HERNANDO, Florida, affiliated with JCM ADVISORS OF CRYSTAL RIVER, LLC. 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
03

Firm Overview

Firm
JCM ADVISORS OF CRYSTAL RIVER, LLC
JCM ADVISORS OF CRYSTAL RIVER, LLC
AUM
$17M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at JCM ADVISORS OF CRYSTAL RIVER, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1708727
Firm CRD# 150665
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Edward Serra offer?
Edward Serra specializes in Financial Planning, Investment Management. Contact their office in HERNANDO, Florida for a consultation.
What are Edward Serra's credentials?
Edward Serra is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Edward Serra located?
Edward Serra is based in HERNANDO, Florida, working with JCM ADVISORS OF CRYSTAL RIVER, LLC. Their office serves clients in the HERNANDO metropolitan area and surrounding communities.
How does Edward Serra charge for services?
Edward Serra'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 JCM ADVISORS OF CRYSTAL RIVER, LLC?
JCM ADVISORS OF CRYSTAL RIVER, LLC has approximately 1 employees and manages $17M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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