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Gerald David Fensterheim

JER MANAGEMENT, LLC·MCLEAN, Virginia
JER MANAGEMENT, LLC
7950 JONES BRANCH DRIVE, MCLEAN, VA 22107CRD# 6040707Firm CRD# 138037

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gerald David Fensterheim · MCLEAN, VA
Registration
CRD #6040707 · JER MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

Gerald David Fensterheim is a registered financial advisor based in MCLEAN, Virginia, affiliated with JER MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
JER MANAGEMENT, LLC
JER MANAGEMENT, LLC
AUM
$189M
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at JER MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6040707
Firm CRD# 138037
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gerald David Fensterheim offer?
Gerald David Fensterheim specializes in Retirement Planning. Contact their office in MCLEAN, Virginia for a consultation.
What are Gerald David Fensterheim's credentials?
Gerald David Fensterheim is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gerald David Fensterheim located?
Gerald David Fensterheim is based in MCLEAN, Virginia, working with JER MANAGEMENT, LLC. Their office serves clients in the MCLEAN metropolitan area and surrounding communities.
How does Gerald David Fensterheim charge for services?
Gerald David Fensterheim's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JER MANAGEMENT, LLC?
JER MANAGEMENT, LLC has approximately 20 employees and manages $189M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Barden Noel Gale
MCLEAN, VA
Keith W Belcher
MCLEAN, VA
Richard Alexander Harkins
MCLEAN, VA

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