Jerry K Johnson
Jerry K Johnson
Financial Advisor
(844) 238-4228 Ext. 1331
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6869 West Q Avenue
Kalamazoo, MI 49009
By Appointment Only
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My Background

Helping you reach your financial goals is my number one objective. Working together, I'll help you make sound financial decisions consistent with your comfort level, investment time-line and goals. We can start small and grow, or evaluate and build upon any existing financial plans. The end result will be a strategy designed to help you build, protect, use and transfer assets in the most advantageous way. Periodically we'll review your situation and make adjustments as needed. It just makes sense - as your life changes, so do your financial needs, and I'll be here for you at every stage of your life.

As a trusted partner of Advia Credit Union, I have a strong history of working with credit union members, their family and their friends. I have access to a wide variety of investment and insurance products. Specifically, we can make sure you have solid answers to these key questions:
  • Is your retirement money invested properly?
  • Will you have enough income in retirement?
  • What should you do with an existing retirement plan from a previous employer?
  • How will you pay for a child's or grandchild's education?
  • Financially, what would happen to your family if you died?
  • How will you pay for long-term care?

I am a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC. I am also a licensed insurance agent. 

It's easy to get started. Please contact me for a no-cost, no-obligation consultation.

           My education . . .

Bachelor's of Science, University of South Florida

Chartered Retirement Planning Specialist, College of Financial Planning

    Personal . . .

Married to Theresa, Step-son Jeremy, Daughter-in-Law Viola and grandchildren Julia and Ellie.

I love to fish, play golf and help members achieve their goals and dreams.

Professional Services
  • Retirement Planning
  • 401(k) Planning
  • Investment Management
  • Wealth Management
  • Comprehensive Financial Guidance
  • Retirement Income Planning
  • Wealth Preservation
  • Investment Management for Seniors
  • Portfolio Management
  • Financial and Insurance Planning