Jerad joined the SSB Financial Services team in 2021. Serving our northern markets primarily, Jerad takes a consultative approach in assisting clients in all aspects of their financial lives.
Jerad is qualified as a General Securities Representative (Series 7), an Investment Advisor Representative (series 66) held through LPL Financial, as well as a licensed Life and Health Insurance Agent in Michigan. He has earned a Bachelor’s Degree in Finance from Regis University in Denver, Colorado. Jerad’s educational background focused on finance, insurance, estate planning, investment management, and financial planning.
An avid golfer and proud veteran of the US Army, Jerad is a family man who, along with his wife, loves teaching their 5 children about life, sports, fishing and how to cook good BBQ…
Jerad is a registered representative of LPL Financial.