Means Financial Group
Investment Advisor Representative
Retirement Strategies & Income Planning
Jerry D. Means Jr., President of Means Financial Group, has provided Financial and Insurance Planning to the residents of both Missouri and Illinois for the last seventeen years. Jerry is a current Member of the National Association of Insurance and Financial Advisors (NAIFA), an Associate Member of the National Association for Fixed Annuities (NAFA), and has demonstrated his desire to promote an ethical business environment by being an Accredited Member of the Better Business Bureau (BBB) with an A+ Company rating. He is also a member of The National Ethics Association (NEA).
As a result of his outstanding professionalism, Jerry has been honored with membership in the Million Dollar Round Table (MDRT), considered the standard of excellence in the financial services industry.
In 2008 Jerry was inducted into the Cambridge Who’s Who Executive, Professional and Entrepreneurial Registry, and qualified as a Lifetime Member.
Jerry is Series 65 Securities Licensed, and is an Investment Advisor Representative with Brookstone Capital Management LLC, a SEC Registered Investment Advisor.
He holds: Life, Health, and Property & Casualty Insurance licenses in the states of Missouri and Illinois. He has dedicated his practice to serving the needs of individuals and business owners, and specializes in Wealth Preservation and Distribution for Retirees and Pre-Retires. Jerry strives to provide sound advice to those seeking solid counseling and financial planning. His approach involves some of the latest strategies in estate preservation planning, techniques designed to reduce financial risk, lowering taxes, avoiding or reducing the cost of probate, and protecting assets from expensive nursing home costs.