JERROD FORESMAN
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."
JERROD FORESMAN