Jerry Wade Email & Phone Number
Financial Planner and Special Needs Planner @ On Point Strategic Planning, LLC
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Jerry Wade Location
- Toms River, NJ, US
Jerry Wade Work
- 2019 -now Financial Planner and Special Needs Planner @
- 2024 -now Financial Planner @
- 2016 -2024 Financial Planner, Special Care Planner @
- 2005 -2016 Financial Advisor, Special Needs Planner @
- 2000 -2005 Certified Welding Inspector @ AQM
- 1996 -2000 Plant Operator @
- 1990 -1996 Level III NDE Supervisor @ Virginia Corporation of Richmond
- 1986 -1990 Assistant NCOIC of The NDI Lab @
Jerry Wade Education
- The American College
Chartered Financial Consultant
2016-2021 - University of Toledo
Electrical Engineering (Electrical Engineering)
1984-1985
Jerry Wade Skills
- Personal Financial Planning
- Strategic Financial Planning
- Special Needs Planning
- Wealth Management
- Investments
- Retirement Planning
- Group Benefits
- Mutual Funds
- Small Business
- Disability Income Insurance
- Health Insurance
- Life Insurance
- Estate Planning
- Insurance
- Retirement
- Asset Allocation
- Disability Insurance
- Business
- Fixed Annuities
- Employee Benefits
- 401k
- Financial Advisory
- Term Life Insurance
- Sales
- Long-term Care
- Wealth
- Whole Life
- Portfolio Management
- Series 7
- Investment Strategies
- Wealth Management Services
- Estate Conservation Strategies
- Long Term Care Insurance
- Series 6
- IRAs
- Wealth Accumulation
- Income Protection
- Business Succession Strategies
- Payout Alternatives/Transers/Rollovers
- Fixed and Variable Annuities
- Wealth Accumulation Strategies
- Asset Allocation Analysis
- Certified Financial Planner
- Retirement Solutions
- Special Needs Populations
- Leadership
- Lean Manufacturing
- Financial Services
- Microsoft Word
- Microsoft Excel
- Long Term Care
- Securities
- Sales Management
- New Business Development
- B2b
- Sales Presentations
- Marketing
- Sales Process
- Sales Operations
- Key Account Management
- Operations Management
- Cold Calling
- Direct Sales
- Account Management
- Customer Retention
- Selling
- Strategic Planning
- International Sales
- Business Development
Jerry Wade Summary
- Jerry Wade, based in Toms River, NJ, US, is currently a Financial Planner and Special Needs Planner at On Point Strategic Planning, LLC. Jerry Wade brings experience from previous roles at Prudential Advisors, MassMutual Financial Group, MetLife and AQM. Jerry Wade holds a 2016 - 2021 Chartered Financial Consultant @ The American College. With a robust skill set that includes Personal Financial Planning, Strategic Financial Planning, Special Needs Planning, Wealth Management, Investments and more. Jerry Wade has 3 emails on RocketReach.
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Top On Point Strategic Planning, LLC Employees
Jerry Wade
Financial Planner and Special Needs Planner
Toms River, NJ, US
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