Jerry Fegler
Principal and Senior Wealth Advisor @Marin Wealth Advisors LLC
San Rafael, CA, US
EMAILS
j••••••@marinwealthadvisors.com
MOBILE NUMBERS
+14•••••••34
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WORK HISTORY
Jan 2016 — Present
Principal and Senior Wealth Advisor @Marin Wealth Advisors LLC
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SKILLS
Financial ServicesInvestment ManagementSeparately Managed AccountsWealth ManagementInvestmentsFinancial AdvisoryPortfolio ManagementHigh Net Worth IndividualsWealthInvestment StrategiesAsset AllocationRetirement PlanningMutual FundsStrategic Financial PlanningHedge FundsAsset ManagmentRetirementFinanceAlternative InvestmentsAsset ManagementEquitiesFinancial AnalysisInvestment AdvisorySeries 7Fixed IncomeSeries 63SecuritiesSeries 65Wealth Management Services
ABOUT JERRY FEGLER
Seasoned investment professional with over 25 years of experience in asset management…
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