Jeffrey Kerr is President and Portfolio Manager of Kerr Financial Group. He oversees investment strategy, asset allocation, security selection and management of the company. With over 15 years of experience as a licensed broker, Jeffrey Kerr has a proven record for risk management.
Our mission is to be leaders in the investment profession by setting the highest standards of ethics, education, and professional excellence. We service investors' needs and manage according to specific financial goals by seeking out investment opportunities in markets throughout the world.
Are you interested in the financial marketís? Do you want to learn more about investing? If so, come to one or all of our seminars. The tuition is free!
From fiscal planning to 401k's to funding your children's college expenses, Kerr Financial Group can help you make the most beneficial decisions towards your financial future. We seek long-term relationships with our clients and strive to deepen our contact with them.
Kerr Financial Group offers a boutique approach to helping both retail and institutional investors achieve their financial goals. We thoroughly analyze the capital markets and individual securities seeking to construct portfolios that meet clients' personalized needs.
"As a lawyer, I am faced with a very demanding schedule which does not leave much time for financial planning. Jeffrey Kerr has been a major help in assisting me and my family in our investment needs. In addition to my personal finances, Jeff also helps manage my employees' retirement accounts.