Our Firm

Jerry Clegg is a well-known financial educator in the Paulding County and Cobb County area of Georgia. He conducts retirement and investment classes via seminars that are attended by hundreds of people. Jerry specializes in working with people who have retired or are planning to retire who want to create investment plans designed to help protect their principal and insure their money will last their lifetime.

I am registered to sell securities in Georgia, Florida, Illinois, North Carolina and Texas. I am a registered representative and have securities licenses 6, 7, 26, 63 and 65. We are licensed to sell insurance products in Georgia. I am also a Registered Investment Advisor with MidSouth Capital, Inc., a state-registered investment advisor.