Jerry  Iadevaia,  CFP<sup>&reg;</sup> - Financial Advisor

Jerry Iadevaia, CFP®

Private Client Advisor

JPMorgan Chase Bank, N.A

1064 Old Country Rd
Plainvew, NY 11803
(516) 861-4212


Jerry Iadevaia is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at JPMorgan Chase Bank, N.A in Plainvew, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 66

Designations & Certifications


Insurance Licenses

  • Life insurance: NY, NJ, CA, CT, DL, TX
  • Health/disability insurance: NY, NJ, CA, CT, DL, TX
  • Fixed annuities: NY, NJ, CA, CT, DL, TX
  • Variable annuities: NY, NJ, CA, CT, DL, TX

Broker-Dealer Affiliation

J.P. Morgan Securities LLC

Broker-Dealer Disclaimer

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Annuities, Buying a Home, Banking, Career Change, Asset Allocation, Investment Management, Disaster Recovery, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Retirement, Stocks & Bonds, Starting a Family, Succession Planning, Sudden Wealth


Helpful Financial Planning Resources