Jerry Breen
Financial Advisor@ Edward Jones
Greater Boston
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Jerry Breen is a highly experienced financial advisor with 36.8 years of work experience. He specializes in securitization, product management, capital markets, financial services, and product marketing. Based in the United States, Jerry offers a wide range of products and services to help clients meet their financial goals and protect their families and businesses. With a focus on identifying the best financial options, Jerry offers attention, insight, and expertise to help clients achieve their financial goals. Contact him to discuss any financial goals or questions to explore the future of your financial future.
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Emails and Phone Numbers

@baystatefinancial.com
@baystatefinancial.com
@lewtan.com
+1 302477****
+1 617771****
+1 781522****
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About

Preparing for that next step in life isn’t always easy and you should not go it alone. My combination of experience, professionalism and access to a wide variety of products and services can help you meet all your financial goals and protect your family and/or business. Whether your goals include milestone life events like investing for retirement, paying for college, buying a home, or maybe simply looking for protection in the form of life, disability or long-term care insurance, I promise you a new level of attention, insight and expertise. Please contact me to discuss any financial goals or questions you might have, and take the first step to a more secure financial future! -Jerry 978-635-1525 [email protected] /*********/ For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

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Work Experience

12555 Manchester Road, St. Louis, MO, 63131, US

Financial Services

40732
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Jerry Breen's Professional Milestones

  • Senior Investment Product Analyst (1994-01-01~1996-01-01): Delivered comprehensive market research and analysis, identifying key trends and maximizing investment opportunities.
  • Director Of Product Management (2013-11-01~2015-04-01): Expanding market presence through strategic product development and successful product launches.
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Education

University of Massachusetts Dartmouth
University of Massachusetts Dartmouth

Economics

1984-1987
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