Founder, Juris Wealth Financial Advisor / Portfolio Manager
Founder, Juris Wealth Financial Advisor / Portfolio Manager
Gemmer Asset Management Principal / Portfolio Manager
Gemmer Asset Management Principal / Portfolio Manager
Gemmer Asset Management Principal / Chief Investment Officer
Gemmer Asset Management Principal / Chief Investment Officer
Gemmer Asset Management Portfolio Strategist & Research Assoc.
Gemmer Asset Management Portfolio Strategist & Research Assoc.
Gemmer Asset Management Operations Manager
Gemmer Asset Management Operations Manager
Gemmer Asset Management Chief Compliance Officer
Gemmer Asset Management Chief Compliance Officer
Gemmer Asset Management Director of Operations
Gemmer Asset Management Director of Operations
As an Investment Advisor Representative of Gemmer Asset Management,* my Juris Wealth clients receive the best of both worlds: the fully customized financial planning and advisory work that I do individually as a Certified Financial Planner©, coupled with the support of a full team of investment professionals at Gemmer, a firm with decades of investment experience and assets under management well north of $1 billion.