Broker Check
Jerry  Adzima

Jerry Adzima

Financial Advisor of GWN Securities

Does your “investment advisor” only talk about your investments as if that’s all that matters in retirement?

If you’re nearing retirement, you know it’s more than just how your investments are allocated. Your plan must consist of:

  • Creating a lifetime income plan that includes market downturns, inflation and taxation. And if one spouse passes, what will be the effect on income?
  • Social Security strategies, especially prior to the “Normal Retirement Age”.
  • Choosing a Medicare Supplements/Medicare Advantage plan, which is personalized to your situation, as well as avoiding surprise Medicare penalties from investment withdrawals.
  • Long- and Short-Term Health Care planning. Sometimes a short-term health care need is the most stressful, especially if you’re single.

Jerry seeks to review these major threats to a comfortable retirement and personalized strategies for reducing them. And you want it to be easy to maintain in the future.

Jerry has spent over three decades working to help individuals to retire comfortably. Some of his accomplishments are:

  • Named a FIVE STAR Wealth Manager Award in 2023, 2022, 2020, 2019, 2016, 2015, 2013.
  • Founding member of the National Tax-Sheltered Association (NTSA) serving both on the Board of Directors for 16 years and as a former President. 
  • Degree from College for Financial Planning
  • Former National Speaker for the American Society of Pension Professionals and Actuaries, National Tax-Sheltered Account Association, and GWN Securities. 
  • Collaborated with the Missouri National Education Association to create a Retirement Planning seminar, which over 1,750 educators have attended. 
  • Experienced in working with retirement plans for non-profits and businesses since 1984. 

Jerry and his wife live in Chesterfield, MO. They have two grown children and three amazing grandchildren.

The “Five Star Wealth Manager” award is administered by Crescendo Business Services, LLC’s dba Five Star Professional (“Five Star”). Jerry Adzima is not affiliated with Five Star. Five Star does not endorse Jerry Adzima Financial Advisor of GWN Securities, GWN Securities, Inc. or any of its representatives.

Candidates must satisfy ten (10) objective Eligibility Criteria and Evaluation Criteria associated with work. Factors taken into account include assets under management and client retention rate. Candidates also undergo a thorough regulatory and complaint review. Consumer survey feedback is insignificant in the overall award selection process. 

After receiving the respective award, representatives have the option of paying a separate fee to Five Star in exchange for publication of this information. The fee is not a condition precedent to receiving the award. 

Additional information about the Five Star Wealth Manager award and corresponding ranking lists are available at the following links:

www.fivestarprofessional.com