Gerald Rouleau
- QPFC
- Financial Advisor
- Managing Director - Investments
- Private Wealth Financial Advisor
Jerry began his career with Wells Fargo Advisors in 1987 and is responsible for providing investment advisory services to our teams’ select private investors and their families, as well as our reinsurance and retirement plan clients. Jerry is married with two children and enjoys photography, golf, travel and spending time with his family and friends.
Contact
Overview
Education
Bachelor of Science degree in Business Administration from Oregon State University
Minors in Speech and Political Science from Oregon State University
Certified Portfolio Management Program – Prudential Securities
Industry Designations
QPFC – Qualified Plan Fiduciary Consultant
Awards and Recognitions
Wells Fargo Advisors Premier Advisor 2014-2022
Memberships
Retirement Plan Advisor Program (Wells Fargo Advisors)
National Association of Plan Advisors (NAPA)
Industry Involvement
Wells Fargo Advisors, Manager Advisory Board: 2011-2012, 2013-2014.
Community Involvement
Babe Ruth, Pop Warner, and Kidsports Programs
The Salvation Army – White Shield Center
Marist Catholic High School Activities
Oregon and Oregon State Universities
Boy Scouts of America
The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.
CA Insurance License #: 0C40780. Resident state: OR