Unclaimed Profile

Jerry Blaine Mcqueen

MCQUEEN, BALL & ASSOCIATES INC.·BETHLEHEM, Pennsylvania

Series 7, Series 22, Series 27, Series 63Clean record28 years registeredMCQUEEN, BALL & ASSOCIATES INC.

60 W BROAD STREET, SUITE 300, BETHLEHEM, PA 18018-5721CRD# 725634Firm CRD# 104663

Profile Verification

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

Identity

Jerry Blaine Mcqueen · BETHLEHEM, PA

Registration

CRD #725634 · MCQUEEN, BALL & ASSOCIATES INC. · 28 years registered

Brand Profile

Not yet started

Career History

CAPTRUST

Apr 2019 – present

60 WEST ADVISORS, LLC

Mar 2017 – May 2019

BETHLEHEM, PA

MCQUEEN, BALL & ASSOCIATES INC.

Jan 1998 – Sep 2019

BETHLEHEM, PA

Registrations & Exams

FINRA examinations passed

Series 7

Series 22

Series 27

Series 63

Registration record

First registered · January 29, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MCQUEEN, BALL & ASSOCIATES INC.

CRD 104663 · SEC 801-21989

AUM

$1.2B

Regulatory assets under management

Employees

1,081 client accounts

Services offered by MCQUEEN, BALL & ASSOCIATES INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MCQUEEN, BALL & ASSOCIATES INC. →

Introduction

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Frequently Asked Questions

What services does Jerry Blaine Mcqueen offer?

Jerry Blaine Mcqueen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BETHLEHEM, Pennsylvania for a consultation.

What are Jerry Blaine Mcqueen's credentials?

Jerry Blaine Mcqueen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jerry Blaine Mcqueen located?

Jerry Blaine Mcqueen is based in BETHLEHEM, Pennsylvania, working with MCQUEEN, BALL & ASSOCIATES INC.. Their office serves clients in the BETHLEHEM metropolitan area and surrounding communities.

How does Jerry Blaine Mcqueen charge for services?

Jerry Blaine Mcqueen's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MCQUEEN, BALL & ASSOCIATES INC.?

MCQUEEN, BALL & ASSOCIATES INC. has approximately 15 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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