PERSONAL BIO - I graduated from the University of Florida with a bachelor’s degree in business and a minor in economics. I worked for Kraft Foods as a territory manager in Melbourne, Florida, for a couple of years. I then came aboard with Raymond James & Associates in 2003 to pursue the career that had always intrigued me – advising clients on their financial needs. Raymond James has provided the training, resources and support that I have needed to build my business. When I am away from my job, I enjoy spending time with my family, golfing, basketball and attending my church. I also enjoy serving with Crown Financial Ministries on the Clay County Team. We are members of First Baptist Church of Middleburg in Clay County. I am blessed to be married to my beautiful wife, Kelly, and to also have two wonderful sons, Jackson (4) and Taylor(2).

“Honor the Lord from your wealth and from the first of all your produce” (Proverbs 3:9)

JERRY KAPLAN Vice President, Investments Retirement Plan Consultant jerry.kaplan@raymondjames.com

“I am dedicated to one thing - placing clients’ needs first. That’s why I strive to not only meet clients’ expectations, but also surpass them.”

Communication is vital to the success Jerry strives to provide his clients. He wants them to have a solid understanding of how their assets are being managed. “I truly care about our clients,” Jerry explains. “Therefore, I recognize the importance of meeting with each of them on an individual basis to discuss their investment objectives and work together to develop a tailored plan designed to minimize their concerns and increase their financial security.”

Jerry approaches new clients with a comprehensive process designed to identify all financial concerns and levels of risk tolerance. The goal is to provide proper asset diversification, efficient tax strategies and optimize the risk-return relationship by using a combination of fundamental and technical research.

With over 20 years experience, Jerry provides clients with a full range of services, such as customized estate and tax planning, asset management and other investment strategies. He uses cutting-edge technology to create personalized plans, often working with estate attorneys and CPAs to create complete financial plans designed to make a positive difference in his clients’ lives.

By offering these benefits and many others, Jerry hopes to provide his clients with the lifestyles they envision for themselves and their families. Allow him the opportunity to do the same for you. For a no-obligation consultation, please contact Jerry today.

Jerry, a native of Orlando, earned his bachelor’s degree in English literature from the University of South Florida in 1963. Prior to attending USF, he served in the U.S. Marine Corp. He and his wife, Aviva, now divide their time between Tampa and Jacksonville. Outside of the office, he enjoys golfing at the Tournament Players Club of Tampa and the Jacksonville Country Club.