Jerry Goldberg, President, Financial Adviser

Phone: 7325789870
Fax: 7325789871
Mobile Phone: 7328595851
Pager: 7328559000

Jerry is a 41 year veteran of the financial services industry. He graduated from the University of Hartford in 1977 with a BA in Economics, and joined the Equitable Life Assurance Society that same year at their corporate headquarters in New York City. In 1979 Jerry joined his father at the Equitable offices in Short Hills, New Jersey, where in 1982 he was promoted to District Sales Manager. Jerry qualifies for membership in the prestigious Million-Dollar Round Table and is a member of the National Association of Insurance and Financial Advisors. 

Jerry is a Registered Representative of HTK. He is an active member of The Association for Advanced Life Underwriters (AALU) and of the National Association of Insurance and Financial Advisors (NAIFA) of Greater Monmouth County. Jerry has served as Vice-President on the Executive Committee of Penn Mutual Life Insurance Company's Producers' Advisory Council and is currently co-chair of the Conference and Recognition and Client and Adviser Services committees. .Jery has also served on the Advisory Board of Caregivers of New Jersey, an affiliate of the Family Resource Network.

Jerry is an Investment Adviser Representative of Hornor, Townsend & Kent, Inc., a Registered Investment Advisor, and is registered and/or licensed to do business in several states including New York, New Jersey, Pennsylvania, Florida, Delaware, Georgia, Texas, Utah and California.  In addition to passing required licensing exams for insurance and securities products and services, Jerry is required to complete ongoing individual certification requirements. New Jersey requires  "continuing education credits" be earned through the completion of classroom training every 2-4 years.