Unclaimed Profile

Jerome Hearne Walther

BRICK & KYLE ASSOCIATES INC·NEWTOWN, Pennsylvania

Series 2, Series 65Clean record33 years registeredBRICK & KYLE ASSOCIATES INC

905 MT EYRE RD, NEWTOWN, PA 18940CRD# 2303129Firm CRD# 107771

Profile Verification

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

Identity

Jerome Hearne Walther · NEWTOWN, PA

Registration

CRD #2303129 · BRICK & KYLE ASSOCIATES INC · 33 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BRICK & KYLE ASSOCIATES INC

BRICK & KYLE ASSOCIATES INC

Jun 2010 – Aug 2020

NEWTOWN, PA

CHURCH CAPITAL MANAGEMENT LLC

Mar 1993 – Apr 2009

YARDLEY, PA

Registrations & Exams

FINRA examinations passed

Series 2

Series 65

Registration record

First registered · March 12, 1993

Years registered · 33

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BRICK & KYLE ASSOCIATES INC

CRD 107771 · SEC 801-55370

AUM

$398M

Regulatory assets under management

Employees

342 client accounts

Services offered by BRICK & KYLE ASSOCIATES INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BRICK & KYLE ASSOCIATES INC →

Introduction

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Frequently Asked Questions

What services does Jerome Hearne Walther offer?

Jerome Hearne Walther specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are Jerome Hearne Walther's credentials?

Jerome Hearne Walther is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jerome Hearne Walther located?

Jerome Hearne Walther is based in NEWTOWN, Pennsylvania, last registered with BRICK & KYLE ASSOCIATES INC.

How does Jerome Hearne Walther charge for services?

Jerome Hearne Walther's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BRICK & KYLE ASSOCIATES INC?

BRICK & KYLE ASSOCIATES INC has approximately 6 employees and manages $398M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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