Jerry Perfect

Prior to joining Infinitas, Jerry was the founder and owner of Gateway Wealth Management.  His career as a financial advisor spans more than 30 years and speaks to his commitment to put his client’s needs first.  While working in all phases of wealth management, his focus is on helping clients in or near retirement, to assess how best to negotiate this critical life event.

Jerry graduated from Northwestern Oklahoma State University with a BS in psychology. He joined Shearson Lehman Hutton (SLH), now Morgan Stanley, in 1987.  After leaving SLH in 1990, Jerry started and operated Property Consulting Services, a very successful real estate appraising, consulting, and property management company. He sold his partnership interest in December 1995 to found Gateway Wealth Management, Inc., formerly Wurzer and Associates, Inc., as managing partner.

Jerry feels that his extensive training and experience with a major Wall Street brokerage firm, as well as his years as a successful business owner, have prepared him well to serve as a financial advisor. Jerry holds FINRA Series 3 (Commodities), Series 7 (General Securities), Series 24 (Registered Securities Principal), Series 63 (Uniform Securities Exam), and Series 65 (Uniform Investment Adviser) securities registrations through Commonwealth Financial Network®. He has earned the designation of Certified Fund Specialist® (CFS®) and Accredited Investment Fiduciary® (AIF®).  He is currently a registered representative and investment adviser representative of Commonwealth Financial Network, member FINRA/SIPC, a registered investment adviser.

Jerry serves in a volunteer capacity with Ask a Mentor, A Child’s Hope, Safe Families, YoungLife, and Flourish.

Jerry and his wife, Jill, have two children, Sarah and Joshua, a daughter-in-law, Lauren, and grandson, Landon. In addition to spending time with his family, Jerry enjoys golf, reading, travel, and the great outdoors.

Jerry Perfect is proud to have been recognized as a Winners Circle advisor for 2013—a distinction based on annual production attained by 26% percent of advisors affiliated with Commonwealth Financial Network during that time.