Jerry Slusiewicz

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About Jerry Slusiewicz

Jerry Slusiewicz is a veteran in the industry, with more than 31 years of professional investment experience. He has worked with both individuals and institutions to manage money for safety, growth, and income.

His extensive experience throughout various stock and bond market cycles enables him to offer a unique blend of professional investment counsel.

His personal service includes frequent contact through his weekly email newsletters and radio programs. This allows clients and prospects an opportunity to understand Jerry's philosophy and current perspective on market conditions.
Jerry began his professional career as an advisor in 1987. He worked with various Wall Street firms before establishing Pacific Financial Planners, LLC. in 2004. This independent channel allows Jerry more flexibility to create a "client first" approach to portfolio management.

Jerry has had his own radio show "Your Money Talks" for 16 years where listeners ask on-air questions about their investment needs. He also discusses life issues including: retirement, estate planning, portfolio management, life insurance, annuities, and long-term care. Jerry can also be seen as a regular guest on the TV show Politics & Profits with Rick Amato. Very active in his community, Jerry also served as The Mayor and a Council Member of the City of Laguna Niguel.

Jerry has been a contributing writer to such prestigious websites such as The Street, Seeking Alpha, Minyanville and investment professionals seek him out for advice - now you should too.

See Disclosures

General Information

Firm Start Year

2004

No. of Employees

CRD#

1739938

Firm CRD#

132314

Insurance License#

OA16776

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Non-Profit Organizations, Businesses, Investment Clubs, Individual Investors

Advisory Services Provided

Financial Planning for Individuals, Money Management, Wealth Management, Portfolio Management, Financial Advice & Consulting

Compliance

Registered Investment Advisor

Qualifications & Membership

Securities Licenses

Series 7, Series 63, Series 65

Insurance and Annuity Licenses

Variable Life, Long Term Care, Variable Annuity, Life, Health, Disability, Annuity

Financial Organization Memberships

Provisors

Non-Financial Organization Memberships

Council Member- City of Laguna Niguel

Laguna Niguel Lions Club

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts

$100000

Education

B.S. Industrial Engineering -

Kettering University

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1882634/paladinregistry-Pacific-Financial-Planners-detailed-disclosure.html

Paladin Advisors

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Paladin Research Report For:

Pacific Financial Planners