Ricp® Jerry Combs

Jerry Combs, RICP® began their work experience as an Investment Consultant at Citicorp Investment Services in 1997. In this role, they were responsible for co-managing, overseeing, and servicing client accounts. Jerry established diversified portfolios for clients by using asset allocation models and analyzing risk tolerance levels. Additionally, they implemented asset allocation models through the use of mutual funds, bonds, and annuities. In 1999, Jerry joined New York Life & MainStay Investments as a Sr. Regional Vice President, where they focused on retail annuities in the Alabama, Georgia, and North Florida regions. The duration of their tenure at New York Life & MainStay Investments is not provided.

Jerry Combs, RICP®, obtained their Bachelor's degree in Economics from the State University of New York Cortland, where they attended from 1991 to 1995.