Jerrad delivers quality level of administrative and operational service to our clients. Always helpful and highly knowledgeable, his ongoing priority is to build strong and trusting relationships with our clients, and to ensure they enjoy a dedicated and focused client experience.
Jerrad also supports the business operations of our team, rebalances accounts and assists the financial advisors in reviewing accounts. He holds Series 7 and 66 securities licenses, life and health insurance licenses, and his Certified Financial Planner® certification.
His duties also include daily account trading, monitoring daily cash flow and incoming funds, and assisting clients with account-related questions.
Before joining our team in December 2024, Jerrad was a Wealth Management Associate at EverOak Wealth Co. He earned a bachelor’s degree in finance and an MBA from Northern Arizona University.
Originally from Woodland Park, Colorado, Jerrad now lives on the Westside of Colorado Springs, Colorado with his wife, Erin Lamb, his son Coltin and his daughter Dylan. In Jerrad’s free time, he enjoys CrossFit, camping, dirt bike riding, basketball, golf and landscaping.
Jerrad is also dedicated to serving the community. He is a member of Woodmen Valley Church and volunteers at Crossfire Ministries and Rocky Mountain Field Institute (RMFI).
Raymond James is not affiliated with the above organizations and/or charitable causes.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.