CO-FOUNDER, HAS MANAGEED AND OWNED FINANCIAL ADVISORY/MARKETING FIRMS OVER THE LAST 20 YEARS
Jerrod is Co-Owner and President of Virtue Financial Advisors, LLC and the Office of Supervisory Jurisdiction Principal for Infinex Investments, Inc.
Formerly President, Chief Compliance Officer and FINOP of Bankers & Investors Company Inc., a Registered Broker/Dealer, Investment Advisor and Insurance Agency in Kansas City, Jerrod ran the compliance and operations for over 10 years and built the RIA in 2009. Bankers & Investors Co. provided investment services for 7 banks (48 branches) and 4 credit unions (12 branches) in Missouri and Kansas.
Board member and former Chairman of MP Securities a registered Investment Advisor, Broker/Dealer and Insurance Agency located in Brea, CA. MPS is a Credit Union Service Organization (CUSO).
Board member for Ministry Partners Investment Company. Serve on the ALCO and Audit committees. MPIC is a church lending organization located in Brea, CA. Ministry Partners is a Credit Union Service Organization (CUSO).
Board member for Angel Flight Air Support a nonprofit organization that arranges free air travel for lifesaving medical treatment to children and adults with serious medical conditions, but lacks the means.
Board member for OASIS Refuge, Inc. a nonprofit organization that provides a therapeutic home to under-age girls of sex trafficking providing a safe place to heal through a trauma-informed restoration program.
Jerrod has been serving Missouri and Kansas as a financial advisor since 1989 and has managed and owned financial advisory/marketing firms for more than twenty years.
Jerrod holds the series 7, 24, 27, 63, 65, 66 and 97 licenses as well as Life, Health, Property & Casualty Insurance Licenses.
"I am committed to enabling our financial institutions to build a wealth management program that is appropriate for their customers. In a world of similar products and a multitude of financial advisors the customer has access to, we want to be looked at as the trusted resource our banks and credit unions and their customers can turn to."