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Robert H. Jerger

Robert H. Jerger

Managing Member, CERTIFIED FINANCIAL PLANNERâ„¢ and LPL Financial Representative

Rob was born and raised in Cincinnati, Ohio. He is a graduate of the University of Cincinnati with a Bachelor’s Degree in Business Administration, with emphasis on Finance and Accounting. He has 22 years of experience in the investment industry. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®), an Investment Advisor Representative and an LPL Financial Advisor. He has the Series 7, 63, 65 & 24 securities licenses held with LPL, as well as a Life and Health Insurance license. He is a member of the Cincinnati chapter of the Financial Planning Association (FPA). Rob is active in his community and his church. He is also a part of the Fairfield chapter of Optimist International, where he serves on their board and is a member of the finance committee. Rob and his wife Kimm live in Fairfield with their two children, Roman and Julia.