Jerry M. Madden, Jr. CFA
University of Richmond, Virginia, B.S. in Finance and Marketing
Chartered Financial Analysts Institute
New York Society of Security Analysts
Million Dollar Round Table
Registrations & Licenses:
FINRA Series 7 & 63 registrations
Life, Health, Disability & LTC Insurance Licenses
Jerry joined Allied Wealth Partners in 2005, bringing with him over 25 years of financial services experience. He is a Chartered Financial Analyst (CFA). An individual must go through an intense curriculum in the areas of portfolio management, equity/fixed income analysis, ethics, and economics to achieve the CFA designation. Jerry earned his Bachelor of Science degree in finance and marketing from the University of Richmond.
Jerry was recognized by Allied Wealth Partners for his excellence in financial services, first by receiving the Jack Langdon New Advisor of the year award in 2004. He is a multiple qualifier for the Senate Club. In addition to being an advisor, Jerry is also a Field Director. He plays an integral role in developing and supervising representatives and advisors within Allied Wealth Partners. He is the recipient of the Gold Field Director of the year (2014) for excellence in management.
Jerry is an active member of the Chartered Financial Analysts Institute and the New York Society of Security Analysts. In addition, he is a member of the Million Dollar Round Table, which is an international, independent association of life insurance and financial services professionals that provides its members with resources to improve their technical knowledge, sales and client service, while maintaining a culture of high ethical standards. By remaining active in these professional associations, Jerry can maintain his expertise in areas such as insurance, securities and investment strategies, retirement strategies, risk management and market analysis.
Prior to joining Allied Wealth Partners, Jerry was a Senior Portfolio Administrator with Neuberger Berman, Inc. and Assistant Vice President of Client Reporting with Sanford C. Bernstein, Inc. It is this perspective that provides Jerry with a unique financial services advantage for his clients by helping them design customized, comprehensive plans to build wealth while protecting assets, income & families from unforeseen risks along the way.
Jerry grew up in Summit, New Jersey and now resides with his wife, Virginia, their daughter Ginny, and sons Parker and Connor in Manhasset, New York. He is a member of the New York Road Runners Club after successfully completing the New York City Marathon.
Allied Wealth Partners is a comprehensive financial services firm located in New York/New Jersey. The Firm's areas of expertise include life, disability, health and long-term care insurance; investment strategies and proper asset allocation; comprehensive financial planning; estate planning strategies and techniques; tax deferral techniques; business and succession strategies; and education funding. The Firm handles these financial issues for individuals, executives and business owners. Allied Wealth Partners has been recognized by its affiliates as well as by various financial services industry organizations for their achievements in the financial services industry.
Jerry Madden is a registered representative and investment advisor representative of Securian Financial Services, Inc. Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.
Awards and club membership are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.