Jerilyn Blue
LPL Registered Principal and Managing Director
Jerilyn Blue has been a local Wealth Manager serving families, independent women and business owners in the community nearly 20 years. Tax-efficient investment and retirement income transition planning have been her specialty from the time she was a Vice President level, Senior Financial Advisor in Fortune 500 firms, through her time as Clarity’s Managing Director. A graduate of California State University Long Beach, California Commission on Teacher Credentialing Accredited Finance & Business Educator (K-12 & Adult), Chartered Retirement Counselor (CRPC®), and completion of Boston University’s CFP Board Registered Program allow her to serve clients with a life strategists approach to this economy. Her securities registrations, FINRA Series 7, 24, state 63 and 65 registrations are held through LPL Financial. Additionally, her life, health and disability insurance licenses are valid in states throughout the country.
Personal Philosophy: Aim to assist with a high standard of care wherever possible. ~ Inspired by 2 Peter 1- 8 KJV