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Jerry Goss

Jerry Goss

CFP®, ChFC, CEO Managing Director - Investments

Jerry Goss is a Certified Financial Planner™ practioner, Chartered Financial Consultant and Chartered Life Underwriter. After earning a bachelor of business administration, finance, from Texas A&M in 1972, Jerry worked as an employee benefit consultant for a major life insurance company, designing and funding retirement plans.

In 1980, at A.G. Edwards, he founded Goss Wealth Management, a successful financial planning and investment management firm where he serves as CEO/president and financial advisor. While affiliated with A.G. Edwards and later Wells Fargo, Jerry was certified as a Private Investment Manager (PIM portfolio manager), a distinction reserved for a small percentage of Wells Fargo advisors.

In 2014, he chose to affiliate with LPL Financial, the nation’s largest independent broker/dealer,* to provide his firm and clients with access to an even broader array of sophisticated financial and investment planning tools and resources.

Jerry is a member of the Investment Management Consultants Association (IMCA). He has served in a variety of civic capacities including Capital Area United Way, Mary Bird Perkins Cancer Center Foundation Board and Planned Giving Council, Fellowship of Christian Athletes; as well as Young Life of Baton Rouge, Connections Ministries/Gardere Alliance, Gardere Christian Community School and Teach for America.

He enjoys traveling with family and friends, playing golf, reading and decompressing at the beach. Jerry has been married to his wife, Devera, since 1981; and has four children: Amanda, Alex, Page and Matt

* As reported by Financial Planning magazine, June 1996–2016, based on total revenue.

**To qualify for the Premier Advisors Program at Wells Fargo Advisors, financial advisors must demonstrate a high level of production and a commitment to professional service. The Premier Advisor Program represents the best of the best of advisors at Wells Fargo Advisors.

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