Jerry Hearon

Background

About Jerry Hearon

OUR "WHY" I've been a financial advisor for 31 years because of the deep joy and satisfaction this work brings. I strive to deliver my service in the most straightforward and caring way. IT STARTS WITH LISTENING We use a five step process for all of our families. This process starts with listening. I believe it's important to invest my time to understand what you're working toward before you invest any of your money. The families we serve have come to expect me to know the most intimate details about their goals and objectives.They want us to know if they can they get to their goals, how can they get there,and how they stay on track. We also pride ourselves on delivering world-class, personalized service. Having the best office administrator in Doreen Meisch enables us to do so. WHO WE SERVE I focus on families and businesses in Northern California and beyond who would like to work with a seasoned Financial Advisor. I also work in tandem with other tax professionals who include CPA's and Estate Planning Attorneys to execute needed actions. WHEN NOT AT WORK I'm the husband of Theresa for 39 years,father of 3, grandpa of 4. All my relax and fun time goes toward spending it with them. CONNECT WITH ME IF You are dissatisfied with your current advisor and would like a second opinion. You are currently retired or are near retirement and are seeking a retirement plan. You are an indepedent woman who is widowed or divorced and are seeking a financial advisor to assist you with your goals Your are a CPA or Estate Attorney seeking a resource for your clients. Your are a business owner or executive looking for professional financial advice and guidance For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see