Jerome A Neary
Investment adviser representative at Core Planning
12 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$525MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Core Planning LLCJul 2025 to now
- Wealth Enhancement Advisory ServicesJan 2021 to Jul 2025
- Wealth Enhancement GroupJan 2021 to Jul 2025
- Sva Wealth Management, LLCDec 2014 to Dec 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 4 states (MN, MO, MT, WI).
Core Planning
Legal name: Core Planning, LLC
$525MAssets managed
867Clients
59Advisers
1 yearIn 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
- 6266219
- Firm CRD
- 154660