Robert H. Jerger
Managing Member, CERTIFIED FINANCIAL PLANNER™ and LPL Financial Representative
I was born and raised in Cincinnati, Ohio. Graduate of the University of Cincinnati with a Bachelor’s Degree in Business Administration, with emphasis on Finance and Accounting, I began my carrier in the investment industry in 1995. A CERTIFIED FINANCIAL PLANNER™ (CFP®), an Investment Advisor Representative and an LPL Financial Advisor. I hold Series 7, 63, 65 & 24 securities licenses with LPL, as well as a Life and Health Insurance license.
I am active in my community and my church. I am a member of the Fairfield chapter of Optimist International, where I serve on the finance committee. My wife Kimm and I live in Fairfield. Our son Roman was married on Jan 21st, 2022 to his high school sweetheart Katey. Our daughter Julia will graduate from Anderson University with a Bachelor’s Degree in Business Administration, with emphasis on Finance and Accounting in May 2022. She will be starting the CPA studies after graduation and will be working with a local accounting firm in Cincinnati, OH.
I grew up playing soccer and have a love for the sport. We have had season tickets to FC Cincinnati since they became a USL team in 2015. I can watch any game: college, European, World Cup or our local team FC Cincinnati. I also enjoy the outdoors and love to hike, fish, horseback riding, target shooting and going to Rodeo’s.