Investment Advisor Representative
Jerry Brookhart has been working with Legacy Investment Services, Inc. since 2006. As an Investment Advisor Representative of Woodbury Financial Services, Inc., Jerry provides objective, non-fee based analysis and strategies to clients who seek a customized, balanced and diversified approach to investing for retirement, education, income or capital management purposes. His goal is to build long term relationships by providing exceptional financial leadership.
Jerry has also worked for Purdum Gray Ingledue, Inc. since 2003 as an insurance producer. He provides personal and commercial clients with various types of insurance to meet their respective needs.
Jerry spent a portion of his career in national and international sales as well as marketing management. Jerry served on the management team of companies such as: IBM, NCR, and Lockheed Corporation and participated in several start-up ventures.
Jerry and his wife, Mary, were raised and currently live in McDonough County. They have two children, and five granddaughters.
Jerry serves as local Rotary Foundation Chairman, local Habitat for Humanity Board President, and as a member of his University of Illinois fraternity board.
Education and Qualifications:
- B.S. University of Illinois
- MBA work University of Chicago
- Licensed insurance producer for life, health, property, casualty and variable products.
- Investment Adviser Representative with Woodbury Financial Services, Inc., Series 6, 63, and 65 securities registrations