Jeremy Gerardy, QKA, AIF®
With over seven years of experience working with retirement plans, Jeremy’s experience allows him to work closely with plan sponsors to offer robust retirement benefits designed to attract and retain employees while reducing the amount of time spent on administration. This includes plan reviews, plan design analysis, investment monitoring, fee benchmarking and renegotiations, provider benchmarking and analysis, and employee communication strategies.
Jeremy also works with plan participants to coach and guide them to greater heights of financial independence.
Jeremy earned the AIF® (Accredited Investment Fiduciary) designation and currently holds licenses in the following areas:
- Life & Health Insurance
- FINRA Series 7 & 63 through LPL Financial
- FINRA series 65 registration through Global Retirement Partners
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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners, LLC dba AssuredPartners Financial Advisors, an SEC registered investment advisor. AssuredPartners Financial Advisors and LPL Financial are separate non-affiliated entities.
GRP Advisor Alliance is an independent network of retirement plan focused advisors. GRP Advisor Alliance is not affiliated with or endorsed by LPL Financial.
The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.