Senior Wealth Advisor, Vice President

Jerry brings a disciplined, relationship-driven approach to wealth management, shaped by both professional experience and personal resilience.
Originally from Armenia, he immigrated to the United States in 1999 and later made California home in 2001. Starting over in a new country required adaptability, determination, and a strong work ethic, values that continue to guide both his personal life and professional approach today.

He earned his Bachelor of Science in Economics in Armenia and began his career in financial services in the early 2000s. After entering the banking industry in 2004, he built a strong foundation in client service, financial guidance, and relationship management. He became a Financial Advisor in 2008 and has since spent years helping clients navigate important financial decisions with clarity and confidence.

Today, Jerry works with high-net-worth and multi-million-dollar households, providing guidance across investment strategies, long-term planning, and wealth management. Clients appreciate his calm demeanor, kind nature, and steady approach, especially when navigating complex financial decisions.

Outside of work, he enjoys traveling, watching soccer on the weekends, and spending time with his wife, two children, and their Maltese-Poodle.

Learn more about the professionals who strive to meet
and exceed your expectations at every turn.