Jerry Ostrander – Edward Jones

I’ve gotten to know Jerry Ostrander recently, and trust him enough that I’d decided to roll over my retirement accounts from my current non-​communicative and basically unknown-​to-​me broker, into Jerry’s thoughtful and well-​informed care.
A few days ago I showed up for my appointment with Jerry, statements in hand, ready to get the ball rolling. We examined my tax sheltered annuities that are held by the mostly-​unknown-​to-​me broker, and he advised me to roll them over into an IRA. I then mentioned that I did have a very small IRA (less than $ 5K) with a trusted broker friend on the Peninsula, but that I was fine moving that over to Jerry as well. This was 45 minutes into our meeting, but upon hearing «trusted friend» Jerry said, «Well I think you should put all of this with him, then, if he’s your trusted friend. It’s better to have it all in one place, and you’ve already got something set up with him.»
I knew of Jerry’s integrity already. I knew of Edward Jones’s good reputation as well. But I was blown away by this act that truly embodied both Jerry’s and Edward Jones’s mission of putting the client’s needs first. In this case it meant steering me away from giving them business. What was more important to Jerry was having my money where it made the most sense to me.
Can you even imagine a broker at one of the Wall Street firms doing this? ‘Nuf said.

Just came from Jerry’s office today. Talking about money is stressful for me as I’m sure it is with most people. However, I noticed that I’ve been to Jerry’s office a few times this year… voluntarily. Josette is his personal assistant and is very pleasant to interact with. She’s always offering drinks and cookies. Yum!
I like going over there because Jerry gives me an update on my finances that doesn’t stress me out. He gives me the information in a big-​picture-​first-​then-​the-​details approach. As soon as he notices me fidgeting he moves onto the next subject. Good communicator! Anyway, super impressed with him. I think he was the CEO of an aerospace company for many years. My wife did the full up and down detail check on him before moving our money and gave him thumbs up. That speaks volumes!

Jerry Ostrander is known for 2 things sadly missing at most brokerage firms (and having close to 30 years in the business myself, I know)
1. Friendly, personal service
2. Taking a conservative approach to investing for the long term so that his clients make money in Bull (upwards) markets and protect their assets in Bear (downwards) markets.
So, if you are looking a broker that is local (with a office in Piedmont), with no 800# and with no account minimum, set up a meeting with Jerry.
Jerry Ostrander and Edward Jones.
Making Sense of Investing.

I transferred all my retirement accounts to Jerry over a year ago and could not be happier. Not only am I making significantly more money with my investments but I know feel like I understand how and why they are doing better then ever. At the previous institution that I had my money in I never once spoke to a real person once the account was set up. With Jerry I get a live person every time I call and can just pop in to his office for a cup of tea and a conversation about how my assets are doing. Jerry is not only a real person trusted adviser but he is someone I know I will be with for the rest of my life.

As a professional, I have a chance to meet with and discuss many issues regarding business, economics, and needs that people have regarding health and wealth. I had a chance to talk with Jerry Ostrander about the many resources he has to help people. His mission is to help people plan and secure their financial futures in so many ways. Not only is Jerry a really good person, he also is highly knowledgeable. He provided me with information regarding IRAs, saving money for college for children or grandchildren, financial aid for students, options to make sure that aging parent’s money is not squandered on medical bills that could be dampened by long term medical insurance, and many other things. I know that his community service to help disadvantaged students is just one of the ways he gives back to the community. You can’t go wrong by contacting Jerry for a consultation and analysis of your financial situation.
Jay Sordean, LAc, OMD, Acupuncture and NRCT, Berkeley and The Redwood Clinic