Jerry Herzberg

Jerry has over 65 years in the financial services industry after graduating from Oklahoma State University with a Bachelors in Business. 

Building a legacy, Jerry has been working with his son, Wes by his side for over the last 38 years. 

Experience: 

• Licensed and serving clients in the insurance industry since 1959
• Licensed and serving clients in the securities industry since 1970

Education and Credentials:

• Chartered Life Underwriter 
• Chartered Financial Consultant
• Graduate of Oklahoma A&M College
• FINRA Series 7, 63 Licenses held through LPL Financial
• Life, Accident and Health, Variable Contracts Insurance Licenses 
• Series 65 held through 360 Wealth Management, a DBA of Advisor Resource Council, a Registered Investment Advisor