Jerry West

Jerry West - CLU®, ChFC®, RHU®, REBC®

Financial Representative

13555 Bishops Court, Suite 200
Brookfield, WI 53005

Phone: (262)717-6092
Fax: (262)717-6135
E-mail:

  • Registered Representative of New England Securities, Corp. (member FINRA/SIPC)

 BUSINESS PHILOSOPHY

 My goal is to partner with our clients providing high value solutions to their employee benefit needs.  I do this through experience, partnerships and unending service.  I strive to be the resource our customers turn to for all of their employee benefit and insurance requisites. 

 PRODUCTS AND SERVICES  

  • Employee Benefits
  • Group Health
  • Group Dental
  • Group Life Insurance
  • Group Long Term and Short Term Disability
  • Group Vision
  • Voluntary Employee Benefits
  • Fixed Annuities
  • Variable Annuities
  • Education Funding Strategies
  • IRA Consolidation/Rollovers
  • Mortgage Protection (through life insurance and disability income insurance)
  • Medicare Supplement Coverage
  • Pension Payout Alternatives
  • Pension Transfer/Rollovers
  • Mutual Funds, Stocks, Bonds
  • Term Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance
  • Whole Life Insurance

QUALIFICATIONS

  • Licensed to sell Life & Health Insurance in WI, IL, IN
  • Registered to offer securities products in WI, FL
  • Investment Advisor Representative of New EnglandSecurities
  • Financial Adviser of New EnglandSecurities
  • Obtained CLU®, ChFC®, RHU®and REBC®designations
  • Registered Representative of New EnglandSecurities

PERSONAL

  • Lifetime resident of WI
  • Family: Married with 3 children
  • Hobbies: Collecting, Hunting, Outdoor Activities

ORGANIZATIONS

  • Member of Cedarburg United MethodistChurch
  • President of Compass Benefit Specialists, Inc.