Jerome brings a refreshing perspective when integrating technology with sophisticated financial planning. He is responsible for assembling financial plans and creating projections based upon a client’s historic data, present financial standing, and future financial goals. Jerome works alongside Acumen’s CFP® in discussing investment strategies, estate planning considerations, risk management protection through insurance, tax efficiency strategies, charitable intent, and retirement accumulation and distribution tactics. He is a member of the Portfolio Management Committee and collaborates with Acumen’s executive team to coordinate resources of the firm for the benefit of the client. Jerome is an inquisitive learner who strives to be strategic in planning for his clients while applying efficiencies and anticipating needs and possible solutions.
“The woods are lovely, dark and deep, but I have promises to keep, and miles to go before I sleep.”Robert Frost
Jerome worked as a relationship banker at FSG Bank where he focused on creating and cultivating positive relationships with new and existing clients. He managed a platform team to maximize effectiveness and was a champion for new business growth. Jerome is a Certified Trust and Financial Advisor (CTFA) and holds the FINRA Series 65 (Uniform Investment Advisor Law Exam) license. He is also working towards his Bachelor’s in Science degree in Finance: Investments from the University of Tennessee at Chattanooga. Jerome received a Dual Seal Diploma in high school and studied English literature at Kennesaw State University. He taught English at Cheongdo Elementary School in South Korea with Teach and Learn in Korea (TaLK) where he earned an award for Model Lesson Planning.
Jerome then worked as an English grammar and literature tutor for Chattanooga area private high school students, specializing in standardized testing and has been a mentor for students at Battle Academy in Chattanooga. Originally from New York City, Jerome is enamored with all the beauty and activities Chattanooga offers, participating in outdoor activities such as hiking and rock climbing and supporting local teams including the Chattanooga Lookouts and the Chattanooga Football Club. Jerome is proud to serve on the Northside Neighborhood House (NNH) Board which promotes the independence of residents in North Chattanooga by providing education and assistance through various programs.
The Certified Trust and Financial Advisor (CTFA) certification is obtained by successfully completing an exam administered by the American Bankers Association (ABA) Institute of Certified Bankers (ICB). As a prerequisite to sit for the exam, individuals must meet one of the following requirements: three years of wealth management experience and complete an ICB-approved training program; or have five years of wealth management experience and a bachelor’s degree; or ten years of wealth management experience. Wealth Management Experience is defined as direct client contact in the various facets of delivering financial planning and fiduciary services relating to trusts, estates, IRAs, and individual asset management accounts. This designation requires 45 continuing education credits every three years with a minimum of six hours in each of the four knowledge areas. The Cannon Trust School program is designed to facilitate the planning, implementation and administration of complex trusts including gift and estate taxes, advanced generation skipping, fiduciary income tax, and split interest and charitable trusts.