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Jerry Orebaugh |
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Financial Advisor, RJFS |
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Contact
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Jerry Orebaugh’s clients turn to him for objective and informed recommendations based on the full understanding of their needs. Jerry’s process of planning, implementing and monitoring has enabled his clients to view investing with more sophistication. Jerry holds his Series 7, 63,and 65, and Managed Futures Licenses. He also holds his Group 1 Insurance License and has a designation in portfolio management.
Jerry began his career as a financial advisor at a prominent financial planning firm. He brings to Woodforest Financial Services years of experience in analyzing and constructing comprehensive investment portfolios to help clients invest rather than speculate. A native of Houston, Jerry and his family have lived in the Woodlands since 1987. Jerry is active in The Woodlands Community Association and the Chamber of Commerce. His wife teaches Mathematics at Lone Star College. He has a business degree from Texas A & M University with a background in engineering and furthered his education by earning the Accredited Asset Management Specialist (AAMS) designation from the College of Financial Planning.
Away from the office Jerry enjoys spending time with his family, playing golf, exercising and riding his Harley.
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Securities and Investment Advisory Services are offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, an independent broker dealer, and are not insured by
FDIC or any other bank insurance, are not deposits or obligations of the bank, are not
guaranteed by the bank, and are subject to risk, including the possible loss of
principal.
This site is published for the residents of the United States only. Raymond
James Financial Services' Advisors may only conduct business with residents of the states
for which they are properly registered. Therefore, a response to a request for information
may be delayed. Please note that not all the investments and services mentioned are
available in every state. Contact your local Raymond James office for information and
availability.
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