Jerry brings more than 25 years of industry experience to his consulting work with Wellworth, where he has advised the firm over the past year. His background spans both wirehouse and independent channels, giving him a nuanced understanding of how advisors operate, how firms are structured and where friction and opportunity tend to emerge.

A natural connector, Jerry is known for his ability to build and sustain relationships across advisor networks and home office leadership, often serving as a trusted sounding board on strategy, distribution, and industry dynamics. He holds a Bachelor of Arts in Economics from Seton Hall University, where he remains actively involved with the university’s athletic department.