Our Qualifications

Jerry offers conservative, experienced and independent investment and financial advice for everyone. Jerry helps his clients avoid the common mistakes made by most investors and he explains in plain language, how he has helped hundreds avoid those common mistakes.

For over 15 years, Mr. Clegg has helped people reduce their taxes, increase their investment income and returns, avoid taxes on social security all the while having the opportunity for their principal to grow. His clients include present and retired employees of BellSouth, Coca-Cola and Lockheed, as well as attorneys, doctors and other professionals and small business owners.

Jerry has a B.A. in Chemistry and has earned the distinguished special financial designations of Chartered Retirement Planning Counselor (CRPC) along with the Chartered Mutual Fund Counselor (CFMC) from the College for Financial Planning.