Profile
William Charles Jerome was the founder and had held the title of President at Capital Financial Services LLC from 2000 to 2023.
In 2000, he founded Capital Financial Services LLC.
Mr. Jerome received his undergraduate and graduate degrees from Rensselaer Polytechnic Institute in 1974 and 1975, respectively.
Former positions of Bill Jerome
| Companies | Position | End |
|---|---|---|
Capital Financial Services LLC
 Capital Financial Services LLC Investment ManagersFinance Capital Financial Services LLC (CFS) is an independent registered investment advisor headquartered in Clifton Park, New York. The firm was founded by William “Bill” Jerome in 2000. CFS provides personalized confidential financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. | Founder | 08/01/2023 |
Training of Bill Jerome
| Rensselaer Polytechnic Institute | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Capital Financial Services LLC
Capital Financial Services LLC Investment ManagersFinance Capital Financial Services LLC (CFS) is an independent registered investment advisor headquartered in Clifton Park, New York. The firm was founded by William “Bill” Jerome in 2000. CFS provides personalized confidential financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. | Finance |
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- Bill Jerome
