Jerry K. Ask, CFP®// Financial Advisor // jerry.ask@jkainvest.com
Jerry Ask

Jerry Ask founded his own practice in 1993 after 10 successful years in the financial services industry with Securities Corporation of Iowa (SCI). His investment knowledge and affable manner proved to be a valuable combination that helped Jerry attain top-producer status. In March 2011, he chose to align with Raymond James Financial Services, the independent broker/dealer.

He is a CERTIFIED FINANCIAL PLANNER professional, having successfully completed rigorous coursework in financial planning, insurance, investments, tax planning, retirement planning and estate planning. Jerry also holds Series 7, 63 and 24 registrations and is licensed to sell annuities.

Jerry earned his bachelor's degree in business management, with an emphasis in finance, from the University of Northern Iowa. He also serves on the advisory council of Fidelity Investments.

In his free time, Jerry enjoys participating in The Register's Annual Great Bicycle Ride Across Iowa (RAGBRAI), competing in sprint triathlons, attending sporting events and doing CrossFit workouts. Another interest of his is visiting Civil War battlefields and learning about these historical sites. As an animal lover, he spends time caring for animals abandoned after Cedar Rapids' infamous flood of 2008.

Jerry also serves as a Sunday school volunteer with preschool kids and has coached young people in more than 900 games of basketball, softball, baseball and soccer. Seven times, his basketball teams have reached the final four in the AAU State tournament and seven of his players went on to collegiate careers. Jerry's 3-on-3 basketball team won the National Championship once and twice runner up.

A native and lifelong resident of Cedar Rapids, Jerry lives there with his wife, Shelley, and has four children, Emily, Hayley, Jordan and Tyler. He is also a proud grandfather of Bella & Evan, children of Emily and son-in-law Rob and Jesse, son of Jordan & daughter-in-law Winter.

 

 

CFP® | Certified Financial Planner |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.


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