Biography

Jerry Beck

Jerry Beck

Jerry Beck, CLTC
Financial Advisor
Kades-Margolis Corporation

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Email: jbeck@4kmc.com
Office: (800) 433-1828, ext. 144

Jerry is a leading financial advisor for educators and their families.  He helps create, execute and monitor financial plans for his clients.  Jerry’s business model is centered on creating financial lesson plans for life.  Jerry’s clients benefit from the service he provides in helping them meet their ongoing financial goals.  Many of his clients also refer their friends and colleagues to Jerry. He is often a requested presenter for financial seminars, covering topics like retirement planning, insurance planning, credit strategies and how to be a savvy consumer.

Experience
Jerry has been active in the financial services industry since 1999.  He is a Registered Representative and Investment Advisor Representative of GWN Securities, Inc., an independent registered broker-dealer.   He is separately licensed to offer life, accident, health, disability and long-term care insurance.  Jerry’s passion for planning for his clients’ financial futures led him to obtain the CLTC (Certified in Long-Term Care) designation.  He has been a fee-based financial planner, personal insurance agent and representative within the banking and credit card industries, which provide him with a comprehensive knowledge-base of financial matters.

Personal
Jerry loves to be with his wife and three daughters.

Jerry’s assistant, Matt Olecki, can be reached at (800) 433-1828, ext. 241.

Securities and Registered Advisory Services offered through GWN Securities, Inc.
11440 N. Jog Rd. Palm Beach Gardens, FL 33418 (561) 472-2700, Member FINRA & SIPC.
Kades-Margolis Corporation, a USRP company, is not affiliated with GWN Securities, Inc.