Investment Advice
Meet Gerald P. Crews
Gerald is a partner of JKR Financial Consultants, Ltd. Gerry joined the firm in 2006 and has been in the banking, insurance, and finance industry for over 30 years. He graduated from the UW Credit Union Management School, and he is a Registered Representative with LPL Financial.
OUR MISSION
Our mission is to help clients accumulate, control, conserve, and distribute their assets throughout their life.
By providing a full spectrum of services, our focus is to use available resources in order to offer trusted advice and develop meaningful relationships with our clients.
To pursue these goals, we have a strong support system with *LPL Financial, the #1 Independent Broker/Dealer in the United States.
* As reported by Financial Planning magazine, June 1996-2020, based on total revenue.
JKR Financial Consultants, Ltd. has been offering financial services to clients for over 35 years.
SERVICES AT A GLANCE
- Investment Planning
- Estate Planning
- Retirement Planning
- Insurance: Life & Long-Term Care
- Roth, Traditional, and SEP IRAs
- College Savings Plans (529)
CONTACT US:
PHONE: 847.623.5800
ADDRESS: 1790 Nations Dr. | Suite 216 | Gurnee, IL 60031
Securities, Advisory Services and insurance products offered through
LPL Financial and its affiliates, Member FINRA/SIPC
| Not FDIC Insured |
No Bank Guarantee |
May Lose Value |
| Not a Deposit |
Not Insured by any Federal Government Agency |
Community Trust Credit Union is not affiliated with JKR or LPL Financial