An investment advisor representative and partner on the 401k ProAdvisor team, Jerold is committed to help clients grow and protect their assets, understand and manage risk and achieve financial peace of mind. Backed by Jerold's 25 years of experience in the finance, investment and executive industries, Jerry provides services with a particular focus and expertise on retirement services for small businesses. Jerry serves on the investment committee for 401k ProAdvisor and manages the the 401k ProAdvisor "small business ProK" our turn-key solo/small business retirement plans desgined for independent contractor groups and self employed persons.
Designation and Licenses:
Licensed International Financial Analyst (LIFA)
FINRA series 7, 66 licenses
Georgia Resident Agent - Licensed Life, Variable Products,
and Accident & Sickness