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Webinar: Claiming Social Security: Strategies for Approaching Retirement

Meet Jerry Malone, MBA

 

(800) 345-4783

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About Jerry

Jerry is motivated by the desire to make a difference in people’s financial lives. As a financial adviser, he provides practical advice to help families and individuals secure their financial futures. He assists clients with comprehensive wealth management services, including tax and retirement planning and investment portfolio recommendations. Jerry is a member of Advance Capital Management's investment committee.

Before joining Advance Capital in 2000, Jerry held positions at Comerica Bank and JP Morgan Chase. 

Jerry is a graduate of Wayne State University with a bachelor’s degree in Finance and an MBA in Accounting and Finance. 

Connect with Jerry on LinkedIn

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Specializations

  • Retirement Planning
  • Tax Planning
  • College Planning
  • Estate Planning
  • Investment Portfolio and 401k Advice & Monitoring
  • Social Security
  • Medicare
  • Insurance & Risk Management
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Qualifications

  • BS in Finance and MBA in Accounting and Finance from Wayne State University

ADVISER Q+A

How have you progressed and evolved through your time at Advance Capital?

Describe a typical day for you.

How would you describe Advance Capital's culture?

What do you find most rewarding about your work?

What does it take to be successful in your work?

FUN FACT!

Jerry enjoys getting outdoors. He loves to slalom water ski and golf. His newest interest is horseback riding lessons with his kids.