Jerry has more than 20 years of experience working with affluent individuals, families and their closely held entities serving as a Financial Consultant. Jerry attended The Georgia Institute of Technology where he graduated cum laude with a Bachelor of Science in Industrial Management. Prior to beginning his career in financial services, he assisted small businesses in the acquisition and implementation of data processing systems for accounting and inventory control. He later became the owner and publisher of Augusta Magazine. After selling the magazine, he began his career in financial services. Jerry is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds his Series 7, 63, and 65 registrations through LPL Financial, as well as a Georgia Life, Accident & Sickness, and Variable products license.
He is a member of the Greater Augusta Estate Planning Council and Rotary Club of Augusta, where he served as president. He attends First Presbyterian Church of Augusta and serves on the board of deacons. Jerry enjoys spending time with his wife, three children, and grandchildren, and is an avid golfer.
Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. South State Bank and South State Investment Services are not registered broker/dealers and are not affiliated with LPL Financial. Advisory Services offered through LPL Financial, a Registered Investment Advisor.
*Please consult your tax-advisor for tax related issues.
Not FDIC Insured
Not Bank Guaranteed
May Lose Value
Not Insured by any Federal Government Agency
Not a Bank Deposit
The services offered within this investment site are available exclusively through our U.S. registered representatives and are available for U.S. residents only. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.