Estate Planning Assistant
805 S McHenry Ave, Suite I
Crystal Lake, IL 60014
Fax (312) 628-7633
Jerry assists the Estate Planning Team to provide financial advisors with designs and present tools to help their clients plan for the future. Jerry is eager to get licensed soon with life and health insurance, hold certain FINRA licenses, as well as becoming a CFP.
Jerry attended Triton College in River Grove, Illinois where he played soccer, as well as Loyola University of Chicago, Illinois, where he graduated with a bachelor’s degree in finance. Some hobbies and passions of his include traveling, hiking, fishing, and watching sports.
Securities offered through The Leaders Group, Inc. Member FINRA/SIPC 26 W. Dry Creek Circle, Suite 575, Littleton, CO 80120, 303-797-9080. FSG is not affiliated with The Leaders Group, Inc. http://www.finra.org http://www.sipc.org