Jerry Galvin has 38 years of Investment and Retirement Plan experience. Prior to founding Potomac Pension Group in 1990, Jerry started his career in 1982 at John Hancock Life Insurance Company within their Pension Investment Division. His professional licenses include FINRA Series 7,24, NASAA Series 63 and New York State Insurance Department Life, Health, and Variable Annuity. Jerry’s professional affiliations include his Securities License through Securities America, A Registered Broker/Dealer member FINRA, SIPC. He is also a Registered Investment Advisor Associate of Securities America Advisors and a member of the Profit Sharing / 401k Council of America (PSCA).

When not working with clients, he is a proud member of “The Fastest Water on The Border” the Bellerose Village  Volunteer Fire Department where he serves as an active firefighter and is a past president of the Department.

Education:

• Lehigh University, BS Economics, 1981
• Fordham University, MBA, 1993

Professional Licenses:

• FINRA Series 7, 24, NASAA Series 63
• New York State Insurance Dept.: Life, Health, Variable Annunity

Professional Affiliations:

• Member of Profit Sharing/ 401(k) Council of America (PSCA)

Professional Background:

• Investment and Retirement Plan Services Experience since 1982
• 1982-1984: John Hancock Group Pension Division Management Training Program
• 1984-1988: Cigna Group Pension Division- Sales Associate
• 1988-1989: Shearson Lehman Hutton Consulting Services Division- Consultant
• 1990: Founded Potomac Pension Group, an independent financial services group.