Throughout his 22-year career as a financial advisor, Jerry Orebaugh has provided investment and retirement planning strategies to help individuals and families striving for financial well-being. He focuses on balancing the details of his clients’ lives with the big picture and believes “it is critical to use asset allocation to help manage market risks and achieve the desired long-term financial objectives”. This premise is the basis for the professional, collaborative relationship between Jerry and his clients.

Jerry also specializes in corporate retirement plans and consults with businesses to assist with meeting their fiduciary obligations and selecting the plan best suited for their employees. His business clients appreciate Jerry’s personalized approach, which includes asking the important questions and then proposing solutions designed to meet their unique objectives.

Community Involvement and Support

• Joyride Therapeutic Equestrian Center

Education and Certifications

• Texas A&M University, BBA - Marketing
• Accredited Asset Management Specialist (AAMS^®)
• Certified Plan Fiduciary Advisor (CPFA)
• Series 7 and 66 Securities Licenses
• Texas Life and Health Insurance Licenses

Professional Experience and Recognition

• A. G. Edwards & Sons
• AXA Advisors