• Jerry Boesen, , CFP®

    Vice President, Investments

Qualifications

I have been managing wealth for families for more than 30 years. I began my career in finance in 1986. Prior to that, I worked in management in the dental industry. I bring to wealth management the values of quality service and integrity that I learned growing up in my family’s floral business.

I was awarded a Bachelor of Arts degree from the University of Iowa in 1979. I was a member of the Iowa Writer’s Workshop during my years at Iowa. I have also taken and passed the Series 3, 7, 63 and 65 examinations. I am licensed to sell life and health insurance, as well as annuity products, including variable annuities. I hold the CERTIFIED FINANCIAL PLANNER™ certification, the most recognized credential in the field of Financial Planning.

To obtain the CFP® designation, individuals must complete a comprehensive course of study at an approved college or university covering a multitude of financial planning topics, including:

  • Investments
  • Estate Planning
  • Insurance
  • Income Tax Planning
  • Wealth Transfer Strategies
  • Risk Management
  • Retirement Planning
  • Employee Benefits
  • Wealth Management Planning

Upon completion of the required coursework, I was required to pass a comprehensive, two-day, 10-hour examination that tested my ability to apply the knowledge I had obtained to real-life situations. This test is considered one of the most difficult in the industry.

Personal

I live with my wife, Mary Jo in Des Moines. We enjoy family life with our two sons, and two grandsons. I am an avid gardener and baseball fan, primarily as a result of years of coaching little league. We are members of Christ the King parish, and I am past chairman of the Christ the King Foundation. I am also past president of the Serra Club of Des Moines.

Raymond James does not provide tax or legal advice. Please discuss tax or legal matters with the appropriate professional.
Raymond James is not affiliated with the above organizations and/or charitable causes.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.