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 personal insurance agent and representative within the banking and credit card industries, which provides him with a comprehensive knowledge-base of financial matters.
Jerry loves to be with his wife and three daughters.