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James D. Richard, LUTCF
Investment
Advisor Representative
Certified Senior Advisor
Jim graduated with honors from Shoreline Community
College in Seattle, Washington with an associates
degree in Engineering, then received his LUTFC
designation from The American College in Bryn Mawr,
Pennsylvania.
Jim spent five years in the US Coast Guard, two
years in the US Army Reserve and has worked for
Boeing, NW Bottling and Metropolitan Life Insurance.
From his office in El Mirage, Arizona, Jim provides
life, health, disability and long term care
insurance to his clients.
As an independent representative for BondStreet, Jim
uses our Wealth Management service to manage his
client’s funds. |
Gerald
(Jerry) L. Ford
Investment Advisor Representative
Insurance Agent
Jerry holds
degrees in Business and Economics from Northern
Michigan University and an MBA from Pepperdine
University in Los Angeles, California.
His financial advising career spans 40 years,
including 20 years with Rockwell/Boeing.
From his office in Fullerton, California, Jerry
offers his clients complete financial planning,
including annuity strategies and life insurance
solutions.
As an independent representative for BondStreet,
Jerry uses our Wealth Management service to manage
his client’s investments.
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