I am a financial advisor with a passion number of 10 primarily because of my Mom. Dad died when she was 47 without a financial strategy and a small life insurance policy. I've seen firsthand through my mom's journey the power of following investment principles toward a financial goal.

With 35 years of experience, I am dedicated to providing you with the highest level of service possible. I take pride in being a good listener. That means learning details about what is important to you and specifics about your concerns and objectives. Our 5-step process helps us to find out where you are today, where would you like to be, can you get there, how do you get there and how can you stay on track. If we work together, I will help you create a strategy focused on your long-term goals that we will regularly monitor to help you stay on track.

For those who are not clients, we offer a second opinion service. This complimentary service provides an analytical view of your current portfolio. We will discuss any gaps or opportunities that may be suitable to achieving your long-term goals.

The last 22 years of my career have been with Edward Jones and will continue as such. Why so? Because they are recognized as an industry leader with a unique culture of care and concern. The firm also has thousands of people and advanced technology supporting our office.

You will enjoy working with my branch office administrator, Alyce Regalia. I could not have found a more professional, kind and knowledgeable partner as her.

When not at work, I'm mixing it up with my wife, Theresa, of 42 years, our three children and five grandchildren. We are striving to continue to make memories to last a lifetime (even if there is a lot of shenanigans!).

Give me a call at 209-339-9010. Our first step is a discovery phone meeting that Alyce will schedule. I am looking forward to meeting you!
Jerry

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 01:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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