Jerry D. Means Jr.
Jerry D. Means Jr., President of Means Financial Group, has provided Financial and Insurance Planning to the residents of both Missouri and Illinois for over 20 years. He is a Member of the National Association of Insurance and Financial Advisors (NAIFA), an Associate Member of the National Association for Fixed Annuities (NAFA), and has demonstrated his desire to promote an ethical business environment by being an Accredited Member of the Better Business Bureau (BBB) with an A+ Company rating. He is also a member of The National Ethics Association (NEA).
As a result of his outstanding professionalism, Jerry has been honored with membership in the Million Dollar Round Table. MDRT is considered a marker of excellence in the financial services industry. The Million Dollar Round Table is a trade association to help insurance brokers and financial advisors establish best business practices and develop ethical and effective ways to increase client interest in financial products, specifically risk based products like life insurance, disability and long term care. Annual qualification requirements include demonstrating a set annual production requirement and agreeing to a code of ethics, but is not based on client experience or performance. For more information regarding the Million Dollar Round Table eligibility, please see https://www.mdrt.org/membership/requirements/. Membership in no way constitutes an endorsement from Million Dollar Round table or any client.
In 2008, Jerry was inducted into the Cambridge Who’s Who Executive, Professional, and Entrepreneurial Registry, and qualified as a Lifetime Member.
Jerry is Series 65 Securities Licensed and is an Investment Advisor Representative with Brookstone Capital Management LLC, a SEC Registered Investment Advisor. He holds: Life, Health, and Property & Casualty Insurance licenses in the states of Missouri and Illinois. He has dedicated his practice to serving the needs of individuals and business owners, and specializes in Wealth Preservation and Distribution for Retirees and Pre-Retires.
Jerry is the perfect financial advisor for those seeking solid counseling and financial planning. His approach involves some of the latest strategies in estate preservation planning, techniques designed to help reduce financial risk, lowering taxes, potentially avoiding or reducing the cost of probate, and helping to protect assets from expensive nursing home costs.
Our Mission: We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and strive to provide you with only the highest quality information, services, and products to help you reach your goals. We plan to accomplish this through a blend of financial and insurance strategies tailored for the individual needs of each client.