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Jerrod is the President of Bankers & Investors Company Inc., Member FINRA/SIPC, a Registered Broker/Dealer and Investment Advisor. B&I is a non-bank affiliate of Valley View Bancshares and it's seven local community banks and 48 branches. Jerrod has been serving Missouri and Kansas as a financial advisor since 1989 and has managed and owned financial advisory/marketing firms over the last thirteen years.
Jerrod attended Southwest Missouri State University and is currently studying for additional financial designations from the American College in Bryn Mawr, PA. He has been a member of the National Association of Insurance and Financial Advisors, since 1997, Society of Financial Services Professionals since 2000 and is a member of the Kansas City, Kansas Chamber of Commerce. Jerrod holds the series 7, 24, 27, 63, 65 and 66 as well as Life and Health Licenses.
Bankers & Investors mission is to provide clients with the highest level of personalized services and products available in the financial services industry. Bankers & Investors financial advisors will strive to earn the same level of trust you have placed with your bank and will always have the highest regard to your goals and concerns. You will see a difference with Bankers & Investors financial advisors because they will make a difference.
"As the president of Bankers & Investors, I am committed to enabling our financial consultants to build a financial plan that is right for you. I believe financial transactions are commodities and that building relationships with our clients makes the difference. A lifelong commitment to our clients and their families calls for a comprehensive look at every phase of their life. In a world of similar products and stiff competition, we strive to be recognized as a trusted resource and set ourselves apart from transaction-based financial professionals."
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