Jerry Jones

Director, Wealth Manager

Gerald (Jerry) has served clients in the financial services industry since 1986. Jerry focuses on developing strategies for successful corporations, individuals, families and business owners. His approach to wealth management is consultative, objective and committed to excellence. For the team, Jerry strives to become a trusted advisor to each client in their pursuit of personal, financial and professional success through identifying goals, prioritizing financial needs and implementing a periodically reviewed plan. 

He is a graduate of Heidelberg College with a BS in Economics. Jerry and his wife, Sandy, reside in Sheboygan, Wisconsin and enjoy spending time with family, involvement in the community, and golfing.


Phone (414) 644-0067
Fax (414) 644-0069