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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

LPL Financial CA

 

LPL Financial was formed in 1989 through the merger of two small brokerage firms. Linsco & Private Ledger (founded in 1968 and 1973, respectively). By merging these two companies, the founders of LPL sought to create a trusted alternative to Wall Street firms, one in which financial advisors could build highly competitive businesses while always doing what is right for their clients. Today, we are the largest independent broker/dealer in the country* supporting more than 16,000 financial advisors.

In 2005, LPL sold a 60% ownership stake to two private equity partners, Hellman & Friedman LLC and Texas Pacific Group, both strongly committed to maintaining the independence of the firm. In November 2010, the parent company of LPL, LPL Financial Holdings Inc., first became publicly traded on NASDAQ under symbol LPLA.

As we continue to grow and look to the future, LPL is committed to remaining a trusted resource for our advisors and their clients. The financial services industry, markets, and world are changing fast, while people are living longer and facing more complex financial needs. At the same time, investors are increasingly seeking to partner with advisors who offer guidance to help them face today’s financial planning challenges. These factors mean that providing Americans with independent investment advice has never been more important than it is today.

Financial advisors and institutions need a partner that can help them meet the evolving needs of their clients. As a market leader, LPL is well positioned to enable our customers to help their clients do just that.

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