An investment advisor representative on the Wealth & Pension Services Group team and President of Sniderman Wealth Management (SWM), Jerold is committed to help clients grow and protect their assets, understand and manage risk and achieve financial peace of mind. Backed by Jerold's 25 years of experience in the finance, investment and executive industries, SWM provides expert, unbiased investment advice, financial planning and insurance services with a particular focus and expertise on retirement services for businesses and individuals.




Designations:

Licensed International Financial Analyst (LIFA)
FINRA series 7, 66 licenses
Georgia Resident Agent - Licensed Life, Variable Products, and Accident & Sickness

Education:

Emory University – Goizueta School of Business
MBA, Finance
Kent State University Honors College
Bachelor of Arts in International Relations and Economics

Nominations/Awards:

Who's Who Among Executives and Professionals
Latin America Deal of the Year, 2000
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