Jerry J. Kohler Senior Equity Strategist 502-394-0400

Jerry began his career in Newport Beach, California specializing in individual securities analysis and portfolio construction. He built a thriving career focused on each clients situation. On site due diligence visits along with detailed research helps him stand out in finding special situations and unrecognized values.

Formal Education & Experience
Bachelors Degree in Economics from The University of Southern California.
Certified Financial Planning Program from The University of Southern California College of Continuing Education.
Completed the Certified Financial Planner Professional Education Program.
Syndicate Manager at Regional and National Wall Street Brokerage Firms.
Sought and identified merger and acquisition candidates and assets while employed in the petroleum and petrochemical industry.

Personal
Jerry and Valerie live in Louisville with their four children Erika, Ellie, John, and Vann. Since trading in the surfboard and skis, Jerry enjoys fishing, horses, and all that Kentucky has to offer.