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Jerome Joseph Mchale

Investment adviser representative at Asco Financial Group, Inc.
29 yearsExperience
1 stateRegistered in
$173.2MFirm assets
23 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Pension consulting

Experience

29 years in the industry.

  1. Osaic Wealth, Inc.Nov 2023 to now
  2. Asco Financial Group, Inc.Sep 1997 to now
  3. Fsc Securities CorporationNov 2004 to Nov 2023

Exams passed

  • Series 66 · Uniform Combined State Law2009

State registrations

Registered as an investment adviser representative in 1 state (PA).

Asco Financial Group, Inc.

$173.2MAssets managed
61Clients
2Advisers
23 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4701661
Firm CRD
124395
Advisor's SEC record (opens in a new tab)
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