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Jerry Blaine Mcqueen

MCQUEEN, BALL & ASSOCIATES INC.·BETHLEHEM, Pennsylvania
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60 W BROAD STREET, SUITE 300, BETHLEHEM, PA 18018-5721CRD# 725634Firm CRD# 104663
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About

Jerry Blaine Mcqueen is a registered financial advisor based in BETHLEHEM, Pennsylvania, affiliated with MCQUEEN, BALL & ASSOCIATES INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
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Firm Overview

Firm
MCQUEEN, BALL & ASSOCIATES INC.
MCQUEEN, BALL & ASSOCIATES INC.
AUM
$1.2B
Regulatory assets under management
Employees
15
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 725634
Firm CRD# 104663
No disclosures on file
View on FINRA BrokerCheck →

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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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