ADVISOR BIO

Jerrold Raynard Smith is a financial advisor registered with Equitable Advisors, LLC since September 1999. Jerrold is a licensed financial advisor with a focus on providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services for both individuals and businesses. Jerrold Smith is registered to provide investment advisory services in Alabama, California, Georgia, Indiana, Louisiana, Maryland, Nevada, New York, Pennsylvania, Texas, and Virginia.

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ADVISOR BIO

Jerry Lopez is a financial advisor with Valic Financial Advisors, Inc.. Jerry has been in the industry since December 1997. Jerry is registered as a broker-dealer in 6 states: Arizona, California, Idaho, New Hampshire, Oregon and Washington. Jerry also has 5 active state registrations as an investment advisor. Jerry has passed the Series 63, Series 65, Series 7, Series 31, and SIE exams. Jerry's firm, Valic Financial Advisors, Inc. is based in Houston, Texas. The firm provides a wide range of financial services, including financial planning, portfolio management, and selection of other advisors. The firm also offers other services, such as wrap account recommendations. The firm has over 302,500 client accounts, with over $25 trillion in assets under management.

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ADVISOR BIO

Jerry Candia is a financial professional with over 20 years of experience in the financial services industry. Jerry is registered with LPL Financial LLC. Jerry has held previous registrations with UBS Financial Services Inc., CitiCorp Investment Services, Wells Fargo Investments, LLC, Wells Fargo Securities Inc., and SunAmerica Securities, Inc. Jerry is licensed to provide securities and investment advisory services in California and Texas. Jerry also has a Series 6, Series 7, and Series 66 license. Jerry is committed to providing personalized financial advice to individuals and families, and to helping clients achieve their financial goals.

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ADVISOR BIO

Jerry Newman is a financial advisor with Edward Jones, a firm with over 20,000 employees and over $800 billion in assets under management. Newman has been a financial advisor for over 25 years and holds Series 63, 66 and 7 licenses. He is a registered investment advisor in California and Texas, and is licensed to offer securities and investment advisory services in 29 states. Newman is an active member of the securities industry and is committed to providing his clients with the highest quality of service. He specializes in providing financial planning, portfolio management, and retirement planning services. He is committed to building long-term relationships with his clients and helping them reach their financial goals.

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ADVISOR BIO

Jerry Edward Lawless is a financial advisor at Raymond James Financial Services Advisors, Inc. Jerry has been in the financial services industry since July 8, 1990. Jerry is registered with the state of California and holds the Series 6, 7, 24 and 63 licenses and the SIE designation. Jerry has previous experience at Investment Centers of America, Inc. and ARM Securities Corporation. Jerry is a registered representative with FINRA and has a valid Series 6, 7, 24 and 63 license. Jerry has been registered with FINRA since November 3, 2017.

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ADVISOR BIO

Jerry William Wilk is a financial advisor with SPC and has been in the industry since 1979. Jerry is registered in 15 states and is currently licensed as a Registered Representative and Investment Advisor Representative. Jerry's previous employers include National Planning Corporation, Associated Securities Corp., ProEquities, Inc., New England Securities, Crowell, Weedon & Co., Dean Witter Reynolds Inc. and Zahorik Company, Inc.. Jerry is a General Securities Principal and has passed several other industry exams including the Uniform Securities Agent State Law Examination, the General Securities Representative Examination, the Registered Representative Examination, the Securities Industry Essentials Examination and the General Securities Principal Examination. Jerry specializes in working with individuals, corporations, charitable organizations and pension and profit sharing plans.

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ADVISOR BIO

Jerry Quartey papafio is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Jerry has been in the industry since 2018 and holds licenses to conduct business in several states including Arizona, California, Florida, Nevada, Oregon, Texas and Washington. Jerry is a registered representative with FINRA and has passed the Series 6, 7, 63, 66, and SIE exams. Jerry's professional experience includes roles at Wells Fargo Clearing Services, LLC, Wells Fargo Bank NA, Nationwide Building Society, Bankers Life, and Bank of America, N.A. Jerry is also a co-owner of a rental property in Beaumont, CA.

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ADVISOR BIO

Jerry He is a financial advisor with Allworth Financial, LP, based in Campbell, CA. Jerry has been in the financial industry since 2021, offering financial planning and portfolio management services to individuals, businesses, and retirement plans. Jerry's prior experience includes working with Kestra Investment Services, LLC in San Jose, CA, and Trinity Wealth Securities, L.L.C. in Philadelphia, PA. Jerry holds a Series 63, Series 65, and Series 7TO licenses, and is also a Certified Financial Planner.

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ADVISOR BIO

Jerry Bruce Sheby is a financial advisor registered with LPL Financial LLC. Jerry has been in the financial industry since 1987 and has been registered with LPL Financial LLC since November 2017. Jerry is a Certified Financial Planner and has been licensed to offer securities and investment advice in Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Idaho, Minnesota, Nevada, North Carolina, Oklahoma, Oregon, South Carolina, Tennessee, Texas, Utah, Virginia, and Washington. Jerry has experience working with individual investors, high-net-worth individuals, pension plans, corporations, and charitable organizations.

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ADVISOR BIO

Jerry Mosher is a financial advisor with over 50 years of experience in the industry. Jerry is currently registered with American Investors Co. and Mosher Financial Advisors LLC. Jerry provides a wide range of financial services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Jerry's approach to financial planning is tailored to meet the specific needs of each client. Jerry is a Certified Financial Planner and holds the Series 7TO, Series 24, Series 63, and SIE licenses.

SPECIALIZATIONS