Jerry Webb, Certified Financial Planner™ Professional

Jerry founded Webb Financial Group in 1981 and has been in the investment business since 1964.

Webb Financial Group, an SEC Registered Investment Advisory Firm, provided full-time professional portfolio management services to individuals, corporations, pension and profit sharing plans, trusts and non-profit organizations.

Jerry strives to help clients achieve investment and income goals by investing in no-load mutual funds. Through our experience and your patience, we form a mutually beneficial partnership that begins with trust. Our goal is to achieve a comfortable retirement for you by preserving principal while achieving growth.

“We specialize in providing a rising monthly income stream for your lifetime and your family’s lifetime”.

Licenses & Certifications

Certified Financial Planner™ Professional
NASD Series 65
Notary Public Commission
State of Minnesota, Life & Health Insurance Agent

Experience

Principle of Webb Financial Group, 1981 - 2005
Registered Representative, Financial Securities Corp. 1994 - 1996
Registered Representative, Linsco/Private Ledger 1981 - 1994
Registered Representative, First Investors Corp. 1964 - 1981

Media Features

 Host of KSTP Money Talk for ten years.

• Minnesota Business Magazine
• Investment Advisor Magazine
• New York Daily News
• The Blotter
• Value Options

For full access to Media Features go to www.webbfinancial.com/media.html

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