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Dave Ramsey SmartVestor Pro*

Cal Poly Pomona Alumnus

Has a Tabby Cat, Munchkin Cat & French Bulldog

Enjoys camping

Pole vaulted in high school

Will video conference to make things easier

Get to Know Jerry

Jerry Lee is a qualified Dave Ramsey SmartVestor Pro* for investing and financial planning.

As a second-generation immigrant, Jerry Lee grew up seeing the sacrifices his parents had to make in order for his younger brother and him to live a happy and comfortable life. From a young age, his parents taught him the importance of saving and how money is used as a tool to help you work toward your dreams. This sparked a curiosity to learn more about finance and eventually led Jerry to pursue his Bachelors in Finance at Cal Poly Pomona. He joined Trilogy in 2017 shortly after graduating, which gave him the opportunity to use his knowledge to help people make better and more informed decisions in their day-to-day financial lives.

Jerry’s drive to help people is deeply rooted in his upbringing, particularly his past volunteer experience with the Tzu Chi Foundation. Ever since then, Jerry has always found it important to use his knowledge and skill set to help those in need. He believes that financial planning is not something that is exclusive to Wall Street, but something that should be the norm on Main Street. Jerry guides his clients from a starting place of uncertainty to one of clarity by working on debt elimination strategies, retirement planning, or making important financial decisions. Jerry holds his Series 65 registration with Trilogy Capital, Inc. and also holds a California Life and Long Term Care Insurance license.

Jerry has resided in Walnut, California all his life and enjoys its peaceful, suburban atmosphere. Jerry and his college sweetheart, love to spend their time playing with their two cats and dog, exploring the L.A. cityscape and occasionally camping out in nature to disconnect from the world.


*The SmartVestor program is a directory of investment professionals.  Neither Dave Ramsey nor SmartVestor are affiliates of Trilogy or LPL.

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Experience the Trilogy Difference

We believe that real Life Planning is progress, not perfection.

Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.

Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.

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