Unclaimed Profile

Jeffrey David Serkes

PALISADE CAPITAL MANAGEMENT LLC·FORT LEE, New Jersey

Series 65Clean record19 years registeredPALISADE CAPITAL MANAGEMENT LLC

1 BRIDGE PLAZA NORTH, FORT LEE, NJ 07024-7102CRD# 5310797Firm CRD# 104581

Profile Verification

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

Identity

Jeffrey David Serkes · FORT LEE, NJ

Registration

CRD #5310797 · PALISADE CAPITAL MANAGEMENT LLC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PALISADE CAPITAL MANAGEMENT LLC

PALISADE CAPITAL MANAGEMENT, LP

May 2007 – Mar 2023

FORT LEE, NJ

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · May 7, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PALISADE CAPITAL MANAGEMENT, LP

CRD 104581 · SEC 801-48401

AUM

$4.2B

Regulatory assets under management

Employees

2,374 client accounts

Services offered by PALISADE CAPITAL MANAGEMENT, LP

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PALISADE CAPITAL MANAGEMENT, LP →

Introduction

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Frequently Asked Questions

What services does Jeffrey David Serkes offer?

Jeffrey David Serkes specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Jeffrey David Serkes's credentials?

Jeffrey David Serkes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey David Serkes located?

Jeffrey David Serkes is based in FORT LEE, New Jersey, last registered with PALISADE CAPITAL MANAGEMENT LLC.

How does Jeffrey David Serkes charge for services?

Jeffrey David Serkes's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PALISADE CAPITAL MANAGEMENT LLC?

PALISADE CAPITAL MANAGEMENT LLC has approximately 40 employees and manages $4.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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