Jerry Fiess
Wealth Manager
Jerry Fiess is a Wealth Manager at Ventura Wealth Management. Jerry joins the teams with a degree in finance from Virginia Tech and over ten years of combined industry experience at Merrill Lynch and Alliance Bernstein.
He has a strong passion for investing and navigating the financial markets. He discovered his interest at the young age of 12 after an introduction from his father. His expertise and background is in research and custom portfolio management. He has a focus in options strategies for concentrated portfolios. Jerry began trading options in 2008 and provides risk management and enhanced income strategies for clients he serves.
Outside of work, Jerry enjoys the outdoors and loves to fish, kayak and hike. He grew up along the river in Stockton, NJ and is the youngest of 6 children. He is also a multi-talented musician and song writer as well as a member of the NSAI. Jerry is an active member as a performer in his local music scene and also records in the studio often.