Meet Jerry
As Manager of Wealth Management at OCCU, I lead a team of Financial Advisors and Financial Services Coordinators dedicated to delivering high-impact financial planning and investment management solutions.
With a background as a banker, advisor, and leader of wealth management teams, I’m passionate about supporting our advisors and coordinators as we deepen relationships and foster collaboration across OCCU’s business lines to create integrated solutions that truly serve our members’ needs.
Joining an organization committed to enriching lives with humility, tenacity, and heart—values that closely align with my own—is especially meaningful to me. I’m energized by the opportunity to strengthen OCCU’s community impact through teamwork and strong partnerships.
My wife and I are both third-generation Oregonians and have deep roots in the Willamette Valley. We have two children and enjoy spending time outdoors, playing an occasional round of golf, traveling and watching sports.
Jerry Kerr acts as a non-registered associated person of United Planners. United Planners is not affiliated with OCCU Investment Services or Oregon Community Credit Union. Confidential Information: this message and any attachments contain information from UPFSA, which may be confidential and/or privileged and is intended for use only by the addressee(s) named on this transmission. If you are not the intended recipient, or the employee or agent responsible for delivering the message to the intended recipient, you are notified that any review, copying, distribution or use of this transmission is strictly prohibited. If you have received this transmission in error, please (i) notify the sender immediately by email or by telephone and (ii) destroy all copies of this message.
Registered branch office location: 2890 Willamette Street, Eugene, OR 97405.
Registered branch location phone number: 541-681-6947.
Not FDIC/NCUA Insured | No Financial Institution Guarantee | May Lose Value