Our mission is to help make your financial dreams and goals a reality.
Jerry K. Ask Investment Services

As a client, you place an enormous amount of trust in your advisor, and we strive to live up to that trust by providing the specialized knowledge necessary to manage your investments and generate retirement income.

Our practice is based on the principle that a thorough understanding of you and your current financial situation is vital to successfully make prudent decisions concerning your future. We do not believe in timing the market, but instead dedicate ourselves to developing a well-reasoned strategy and comprehensive financial plan for the long term. We are committed to employing proven processes such as diversification, tactical asset allocation and portfolio rebalancing to help manage risk.

At the beginning of our client-advisor relationship, we take the time to learn about your current and future financial goals and needs, considering factors such as your income, risk tolerance, tax status and liquidity needs. Only then do we consider ourselves fully prepared to recommend an investment portfolio and course of action individually tailored to you.

In addition, we pledge to:

  • Take the time to answer your questions in a language void of “financial speak”

  • Provide you with ongoing assistance before, during and after you invest

  • Use our insight and experience to provide quality service and recommendations

  • Exhibit professionalism, respect and courtesy

  • Monitor your portfolio and inform you of any changes or recommendations

  • Help you increase your knowledge as an investor by offering seminars, retirement planning sessions, one-on-one client reviews and meetings

  • Supplement and update our own investment knowledge through continuing education, conferences and additional registrations, as appropriate



There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Asset allocation and diversification do not ensure a profit or protect against a loss. Past performance is not indicative of future results.

Securities offered through Raymond James Financial Services, Inc., member FINRA/ SIPC.
Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Jerry K. Ask Investment Services is not a registered broker/dealer, and is independent of Raymond James Financial Services. Raymond James is not affiliated with KGYM Radio. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

© Raymond James Financial Services, Inc., member FINRA/SIPC Privacy Notice