Cpwa® Alejandro Jerez Cfp®, Aif®, Awma®

Alejandro Jerez, CPWA®, CFP®, AIF®, AWMA®, has been serving as a Financial Planner at Heritage Financial Consultants LLC since March 2018, where securities and investment advisory services are provided through Osaic FA, Inc., a member of FINRA/SIPC. Prior to this role, Alejandro worked as a Private Wealth Advisor at Osaic FA (formerly Lincoln Financial Advisors) from July 2014 to February 2018. Alejandro holds a Bachelor of Science in Economics with concentrations in Finance and Marketing from The Wharton School, where studies were completed from 2008 to 2012, and attended Belen Jesuit Preparatory School from 2001 to 2008.