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Jerry York, CFP ®

Jerry York, CFP ®

Investment Advisor

Followers of Jerry York, CFP ®99 followers
location of Jerry York, CFP ®Wiesbaden, Hesse, Germany

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  • Timeline

  • About me

    Personal Financial Counselor at Magellan Federal

  • Education

    • Emory & Henry College

      1980 - 1984
      Bachelor of Arts - BA Business, Economics and Accounting

    • Emory & Henry College

      -

  • Experience

    • Alex. Brown & Sons / Bankers Trust

      Jan 1995 - Nov 1998
      Investment Advisor

      Merger.

    • Branch Cabell / Tucker Anthony / RBC Dain Rauscher

      Nov 1998 - Jan 2002
      Vice President Investments

      Series of mergers.

    • JDYORK

      Jan 2011 - Jul 2017
      CERTIFIED FINANCIAL PLANNER™

    • Zeiders Enterprises, Inc.

      Jan 2017 - Sept 2023
      Personal Financial Counselor

    • Magellan Federal

      Aug 2023 - now
      Personal Financial Counselor

  • Licenses & Certifications

    • CERTIFIED FINANCIAL PLANNER™

      Certified Financial Planner Board of Standards, Inc.
      Jun 2014
      View certificate certificate