PROFESSIONAL PROFILE
Jerry Jevic AIF® Accredited Investment Fiduciary
Professional Approach
Jerry has been giving financial advice to families, affluent corporate executives, physicians and non-profits for over 35 years . He leverages the firm’s breadth of resources as well as the expertise of outside investment management firms to recommend a personalized strategy that can help work towards addressing each client’s needs.
"My client-focused approach helps me enjoy productive and cordial relationships with clients and encourages collaboration, which allows me to make maximum use of my industry knowledge and experiences," Jerry said.
In this impersonal, computerized age, we take the time to listen. Our consultative approach is essential to how we help you deal with the complexities you face while helping to grow assets and manage risk.
Once we have prioritized your objectives, we guide you along measured, tangible steps toward addressing them. Sensitive to individual needs, we’re always flexible yet consistent in providing strategic thinking. Our focus is on tax efficiency, risk management and financial agility.
In crafting your legacy, we actively engage with the next generation while working closely with your accountants and attorneys. To best serve your family, we emphasize in-person contact, keeping an open dialogue and ensuring we meet in person regularly no matter where you reside.
Your financial position is unique, and you deserve the attention of knowledgeable, experienced professionals who meet with you and your family to listen to your needs and goals. We provide information, resources and timely updates on your progress toward attaining your goals.
Jerry has been with Oppenheimer and Company Inc. since 1998. He was a NCAA college athlete, graduated from Upsala College and has been a member of the Philadelphia Estate Planning Council since 2002. He resides in Voorhees, NJ and enjoys the Jersey Shore, cooking, reading and traveling.
The offices of the Haddon Township Group of Oppenheimer are easily accessible directly in front of the Westmount Patco speedline and across the street from Treno’s Pizza Bar.
In 2013, 2014, 2015, 2016, 2017, 2018, and 2019 Jerry was recognized in Philadelphia Magazine as a Five Star Wealth Manager*.
(*) Given to wealth managers with the highest overall client satisfaction scores in a survey by Five Star Professional.
Licenses
AZ, CA, CO, CT, DC, DE, FL, MD, MA, NV, NJ, NY, NC, OH, OR, PA, RI, SC, TX, UT, VA, WA, WY