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Jerry Paulison, Financial Advisor

FINANCIAL ADVISOR
Jerry Paulison

CEPA®
24 South Weber Suite 305, Colorado Springs, CO 80903opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Estate & Legacy Strategies
  • College Savings
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Wealth Strategies
  • Divorce Finances

About Jerry

Thank you for researching more about who I am and what I do. My name is Jerry Paulison and I first came to Colorado Springs to work for Edward Jones in 1994. Serving others to help them reach their dreams and goals is at my core. What does that mean with regards to investing? My vision is to offer world class strategic planning services that help our clients give generously, retire with dignity, eliminate debt, save for college, assess risk and efficiently transfer wealth to the next generation.

My clients represent the full spectrum of humanity. Whether you are new to...

Work History

  • Edward JonesMarch 2017 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Education

  • Oral Roberts UniversityBachelor of Science

Personal Interests

  • Traveling
  • Spending Time with Family
  • Wine Collecting/Enthusiast
  • Community Outreach
  • Animal Rescue

Team Members

  • Leslie Balfanz
    Sr. Branch Office Administrator
  • Catherine Peckham
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:00AM - 04:00PM
Tue 07:00AM - 04:00PM
Wed 07:00AM - 04:00PM
Thu 07:00AM - 04:00PM
Fri By Appointment Only
Sat Closed
Sun Closed

Phone

(719) 578-9905

Fax

(888) 491-1091

Office Address

24 South Weber Suite 305
Colorado Springs, CO 80903opens in a new window

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