Our Wealth Management Advisors
Jerry Korchak
Investment Advisor
Jerry Korchak is an Inv Adv Rep with 36 years in the financial services industry. Jerry will first help clients identify financial needs, establish asset allocation parameters and then finally construct conservative to moderate portfolios. When portfolios are established, he performs ongoing portfolio management and helps clients with their liquidity needs.
Jerry also serves small corporations as a 401(k) plan advisor. On personal time, Jerry volunteers at the local Rescue Mission serving meals to the homeless.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS) an affiliate of Kestra IS. NFP Retirement Inc., an affiliate of NFP Corp. (NFP), is a Registered Investment Adviser. Advisory services are offered to clients or prospective clients where NFP Retirement Inc. and its representatives are properly licensed or exempt from licensure. No advice may be rendered by NFP Retirement Inc. unless an investment adviser agreement is in place. Insurance services offered through a licensed subsidiary of NFP or a member of PartnersFinancial or Benefits Partners, which are platforms of NFP Insurance Services, Inc. (NFPISI), a subsidiary of NFP. Some members of PartnersFinancial and Benefits Partners are not affiliated with NFP. Neither Kestra IS nor Kestra AS are affiliated with NFP, NFP Retirement, Inc., or NFPISI. ACR#8106161 Investor Disclosures: https://www.kestrafinancial.com/disclosures