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Jerry is a native Wichitan. A graduate of The University of Kansas and Washburn University School of Law. Jerry is a Registered Representative and Investment Advisor Representative of LPL Financial and a CERTIFIED FINANCIAL PLANNER™ Professional.

Jerry chose the financial services profession because he saw a need for objective, professional advice regarding peoples financial lives. Everyone should have the benefit of a trusted advisor to help them make key decisions throughout their life.

Jerry isn’t working alone. LPL Financial is a full service broker/dealer whose primary goal is to make sure Jerry has the tools and support needed to make your investing experience an extraordinary one.

Through LPL Financial, Jerry is able to provide you with well-researched investment advice, asset management, insurance services and estate planning. These varied services are coordinated from one office to ensure all aspects of your financial well-being are working in your best interests. It is the goals of both LPL Financial and Jerry to ensure that not only are your needs met but also the needs of your heirs during all aspects of their lives.

LPL Financial has earned a reputation as a leader in working with independent advisors as well as financial institutions by maintaining a high level of professional integrity and building long-term relationships based on mutual respect and strict adherence to the fundamental principles of needs-based investing.

LPL Financial believes you are entitled to consistent and objective investment advice from knowledgeable experts. Investment advice should be appropriate to your financial circumstances and investment goals based on your personal risk tolerance and that you should conduct business with registered representatives whose only motivation is serving your best interests.

About LPL Financial
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,* supporting nearly 20,000 financial advisors, and approximately 800 institution based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients

*Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2021); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 400 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.

Jones & Company and LPL Financial are separate companies.

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