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Jerris Wealth Management Group

  

Since 1989, Jerris Wealth Management has been committed to helping individuals, families, and businesses to help preserve and build their financial assets. We develop personalized strategies that include investments, taxes, insurance and annuities so our clients can plan for retirement, educational expenses, and even gifts to future generations.

What makes our firm different isn’t what we do, however, but the way we do it. Our focus is on getting to know our clients and ensuring they receive tailored and professional advice for their individual situations.  

We have made a conscious choice to keep things simple. When you work with the Jerris Wealth Management Group, you’re never just another account number – you are part of our family. We want the best for you.

 

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

 

Meet Our Team

 

Susan Jerris

 

 

Susan Jerris – Susan began working in finance in the 1980s, assisting banking with property and casualty, life insurance and investments. Her passion for working with people and helping them to achieve their most important goals led her to start her own firm many years ago. 

She measures the success of her firm not in assets or percentages, but by the fact that she still works with several of the same clients who helped her to start her own business. In fact, many trust her so much they have recommended her to relatives, allowing Jerris Wealth Management to work with entire families on a referral basis.

Away from the office, Susan loves hiking, traveling, and spending time with her husband in their garden.

 

 

Anthony Roble

 

 

 

 

Anthony Roble – As a Registered Administrative Assistant, Tony serves as Susan’s right hand at Jerris Wealth Management. In addition to answering general questions and performing trades for clients, he is often the first point of contact for account reviews and tax reporting.

A graduate of the UC Riverside Economics program, Tony has more than a decade of experience in financial management. In his spare time, he enjoys sailing and traveling with his wife.

 

Diana Esperon

 

 

 

 

Diana Esperon – Serving as friendly and helpful office manager, Diana is a familiar voice to most clients. She is the heart and soul of Jerris Wealth Management, ensuring that calls and requests are handled in a timely manner. Diana is a CA Notary Public.

Away from the office, Diana loves spending time with her children and grandchildren.

Our Team

Susan Jerris

Susan
Jerris

LPL Registered Principal 
Email Susan
CA Insurance License #0662706
Broker Check
 
Anthony Roble

Anthony
Roble

LPL Registered Administrative Assistant
Email Tony
CA Insurance License #0K61923
Broker Check
 
Diana Esperon

Diana
Esperon

Administrative Assistant
Email Diana
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