Chief Compliance Officer / Chief Operationg Officer
Jerry has over 18 years of experience in the financial services industry. As Chief Compliance Officer and Chief Operating Officer, Jerry is charged with ensuring compliance with industry regulations and driving operational efficiency across the whole of the Firm here at Dynamic Wealth Strategies.
Jerry is driven by his passion to help and look out for others. As CCO, he is focused on the best interests of not only the staff here at Dynamic, but more importantly, our clients.
Prior to joining Dynamic Wealth Strategies, LLC, Jerry was a high-ranking compliance and operations professional at a large broker-dealer and Registered Investment Advisor in Southern California. He has extensive knowledge and experience working with advisors, clients and regulators.
Jerry lives and works in San Diego where he is very active in the local community. On his off hours, you’re likely to find Jerry hiking, fishing, golfing or volunteering his time. Jerry volunteers with the American Red Cross and Surfrider Foundation and is a student mentor at his alma-mater, San Diego State University.