Unclaimed Profile

Jerry Wilmer White

AMERICAN FINANCIAL MANAGEMENT GROUP, LTD.·BERWYN, Pennsylvania

SIE, Series 1, Series 24, Series 63ChFCClean record34 years registeredAMERICAN FINANCIAL MANAGEMENT GROUP, LTD.

1055 WESTLAKES DRIVE, BERWYN, PA 19312CRD# 465134Firm CRD# 119449

Profile Verification

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

Identity

Jerry Wilmer White · BERWYN, PA

Registration

CRD #465134 · AMERICAN FINANCIAL MANAGEMENT GROUP, LTD. · 34 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: AMERICAN FINANCIAL MANAGEMENT GROUP, LTD.

PRIVATE ADVISOR GROUP, LLC

Jan 2019 – Dec 2019

Berwyn, PA

CETERA ADVISOR NETWORKS LLC

Sep 2013 – May 2014

BERWYN, PA

WALNUT STREET SECURITIES, INC.

Oct 2010 – Sep 2013

BERWYN, PA

IFG RUSSELL ADVISORS INC

Jan 1995 – Dec 2017

BERWYN, PA

AMERICAN FINANCIAL MANAGEMENT GROUP, LTD.

Feb 1992 – Dec 2018

BERWYN, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 24

Series 63

Registration record

First registered · February 13, 1992

Years registered · 34

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AMERICAN FINANCIAL MANAGEMENT GROUP, LTD.

CRD 119449 · SEC 801-61084

AUM

$217M

Regulatory assets under management

Employees

813 client accounts

Services offered by AMERICAN FINANCIAL MANAGEMENT GROUP, LTD.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at AMERICAN FINANCIAL MANAGEMENT GROUP, LTD. →

Introduction

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Frequently Asked Questions

What services does Jerry Wilmer White offer?

Jerry Wilmer White specializes in Financial Planning, Investment Management, Wealth Management.

What are Jerry Wilmer White's credentials?

Jerry Wilmer White holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jerry Wilmer White located?

Jerry Wilmer White is based in BERWYN, Pennsylvania, last registered with AMERICAN FINANCIAL MANAGEMENT GROUP, LTD..

How does Jerry Wilmer White charge for services?

Jerry Wilmer White'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 AMERICAN FINANCIAL MANAGEMENT GROUP, LTD.?

AMERICAN FINANCIAL MANAGEMENT GROUP, LTD. has approximately 10 employees and manages $217M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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