Meet Jerry
As Manager of Wealth Management at OCCU, I lead a team of Wealth Advisors and Wealth Management 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 is a non-registered manager to financial professionals offering Investment Advisory Services through PFG Advisors, LLC, an SEC regsitered investment adviser, and Securities through United Planners Financial Services, member FINRA/SIPC. Insurance products offered through approved carriers.
OCCU Wealth Management, Oregon Community Credit Union, PFG Advisors, LLC, and United Planners Financial Services are separately owned entities and are not affiliated companies.