Jerry Adames

Experience

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  United States Marine Corp

  May 1982 - Aug 1985

  Marine

  Enjoyed some of the best years of my life, traveling, meeting the best people on the planet Earth, and getting an education about life I would not have gotten any where else.

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  U. S. Army

  Oct 1985 - Oct 1987

  Soldier

  Trained to hunt and kill the enemy and trained others to do that as well.

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  Bret Saberhagens Hit and Fun

  Jun 1997 - Feb 2000

  Manager

  Retail management, human resources, facilities maintenance, payroll, purchasing and contracting, vendors, opening and closing procedures, bank deposits, cash out registers, hiring, termination, and review of all employees, scheduling for all employees, restaurant management.

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  South Shore Mortgage

  Apr 2000 - Apr 2002

  Senior Loan Officer

  Originate mortgages for home purchases, refinance, and new home construction Solidify contacts with local realtors, contractors, investors, CPA's, financial advisors, and other referral sources as well as meet with all potential borrowers, and inspect all properties for requested financing. Work with Real Estate agents, attending open houses with agents, to pre approve possible buyers and answer any and all financing options. Review and analyze loan packages for preliminary approval or denial in accordance with bank guidelines. Work with various lenders and account executives in both Prime & the Sub prime market to price loans. Assemble all required documents and signed disclosures to submit for processing and underwriting on each loan. Attend closings to ensure all is disclosed and explained clearly to borrower. Show less

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  Ivy Mortgage (Staten Island Bank)

  Apr 2002 - Mar 2003

  Senior Loan Officer

  Originate mortgages for home purchases, refinance, and new home construction Solidify contacts with local realtors, contractors, investors, CPA's, financial advisors, and other referral sources as well as meet with all potential borrowers, and inspect all properties for requested financing. Work with Real Estate agents, attending open houses with agents, to pre approve possible buyers and answer any and all financing options. Review and analyze loan packages for preliminary approval or denial in accordance with bank guidelines. Work with various lenders and account executives in both Prime & the Sub prime market to price loans. Assemble all required documents and signed disclosures to submit for processing and underwriting on each loan. Attend closings to ensure all is disclosed and explained clearly to borrower. Show less

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  World Financial Group

  Mar 2003 - Mar 2005

  Financial Consultant

  Developing financial strategies for individuals, families and business owners. Including retirement planning, personal pensions, business planning, 401K and 403b administration, executive bonus plans and group benefits. Asset management, life, health, disability and long-term care insurance.Specialties:Annuities, Mutual Funds, Variable Life, Long Term Care, Disability Insurance, 401k administration. Can provide mortgage services as well.

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  South Shore Mortgage

  Apr 2003 - Apr 2004

  Senior Loan Officer

  Originate mortgages for home purchases, refinance, and new home construction Solidify contacts with local realtors, contractors, investors, CPA's, financial advisors, and other referral sources as well as meet with all potential borrowers, and inspect all properties for requested financing. Work with Real Estate agents, attending open houses with agents, to pre approve possible buyers and answer any and all financing options. Review and analyze loan packages for preliminary approval or denial in accordance with bank guidelines. Work with various lenders and account executives in both Prime & the Sub prime market to price loans. Assemble all required documents and signed disclosures to submit for processing and underwriting on each loan. Attend closings to ensure all is disclosed and explained clearly to borrower. Show less

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  Prime Star Mortgage Corp

  Apr 2004 - Mar 2006

  Senior Loan Officer

  Originate mortgages for home purchases, refinance, and new home construction Solidify contacts with local realtors, contractors, investors, CPA's, financial advisors, and other referral sources as well as meet with all potential borrowers, and inspect all properties for requested financing. Work with Real Estate agents, attending open houses with agents, to pre approve possible buyers and answer any and all financing options. Review and analyze loan packages for preliminary approval or denial in accordance with bank guidelines. Work with various lenders and account executives in both Prime & the Sub prime market to price loans. Assemble all required documents and signed disclosures to submit for processing and underwriting on each loan. Attend closings to ensure all is disclosed and explained clearly to borrower. Show less

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  Investors Capital Corp

  Mar 2005 - Sept 2007

  Financial Adviser

  Developing financial strategies for individuals, families and business owners. Including retirement planning, personal pensions, business planning, 401K and 403b administration, executive bonus plans and group benefits. Asset management, stocks, bonds, REITS, equipment leasing, life, health, disability and long-term care insurance.Specialties:Annuities, Mutual Funds, Variable Life, Long Term Care, Disability Insurance, 401k administration. Can provide mortgage services as well.

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  Destiny Funding

  Mar 2006 - Jan 2008

  Senior Loan Officer

  Originate mortgages for home purchases, refinance, and new home constructionSolidify contacts with local realtors, contractors, investors, CPA's, financial advisors, and other referral sources as well as meet with all potential borrowers, and inspect all properties for requested financing.Work with Real Estate agents, attending open houses with agents, to pre approve possible buyers and answer any and all financing options.Review and analyze loan packages for preliminary approval or denial in accordance with bank guidelines.Work with various lenders and account executives in both Prime & the Sub prime market to price loans.Assemble all required documents and signed disclosures to submit for processing and underwriting on each loan.Attend closings to ensure all is disclosed and explained clearly to borrower. Show less

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  MetLife Financial Services

  Sept 2007 - Jul 2010

  Financial Services Representative/Financial Advisor

  Developing Financial Strategies for individuals, families and business owners. Including retirement planning, personal pensions, business planning, 401K and 403b administration, executive bonus plans and group benefits. Asset management, stocks, bonds, REITs, equipment leasing, life, health, disability and long-term care insurance, IRA's. Assist High Net Worth clients with all financial issues adhering to a personalized financial strategy. Focus on Portfolio Management using Individual Money Managers, Mutual Funds, Exchange Traded Funds, Municipals and Government Securities. Other areas of interest would be in stock option analysis, strategy and implementation, Retirement planning for corporations (401k’s, SEP IRA’s and Defined Benefit Plans).Specialties:Annuities, Mutual Funds, Variable Life, Long Term Care, Term Life, Whole Life, Health Insurance, Disability Insurance, 401k administration. Provided mortgages services as well. Show less

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  CPS Financial Services

  Jul 2010 - now

  Financial Advisor

  Work with clients to establish financial strategies and implement solutions to help build, protect and pass along assets. Focus single-handedly on individuals, business owners, professionals and families who have built their wealth over a lifetime and are navigating for retirement. Goal is not to make you happy; and not to make you sad. It is to make you financially healthy through the process of providing information, and giving honest answers.

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  Equitable Advisors

  Jan 2020 - now

  Financial Professional

  www.equitable.comjerry.adames@equitable.com(631) 664-6720Our firm's collective capabilities and experience - together with our team approach - allows us to assess and offer you a wide-range of financial products and services. Whether it's developing a financial strategy, creating a customized executive benefits program for your business, or preparing a detailed asset allocation analysis, our mission is simple: to provide forward-thinking and cost-effective financial strategies to our valued clients. The keys to our firm's success are our professional excellence and integrity, and our constant pursuit of open communication and an in-depth understanding of each of our client's unique financial needs. Our associates' credentials, experience and principled approach allow us to deliver on our promise of personalized service and provide an added level of comfort and confidence for our clients. We look forward to helping you take control of your financial future.. Show less