Jerry L. Clements,  CFP<sup>&reg;</sup> - Financial Advisor

Jerry L. Clements, CFP®

Ameriprise Financial Services, LLC

4 Venture, Suite 300
Irvine, CA 92618
(949) 453-0593 x228

General

Jerry Clements is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial Services, LLC in Irvine, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - RICP

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Women's Finances

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Helpful Financial Planning Resources