Broker Check
Jerry Goldberg

Jerry Goldberg

Financial Adviser and President

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 is a consistent qualifier* for membership in the prestigious Million-Dollar Round Table.

Jerry, is an active member of The Association for Advanced Life Underwriting (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 currently serves as co-chair of both Penn Mutual Life Insurance Company's Conference and Recognition Committee and the Client and Advisers' Service Committee. He has also served on the Advisory Board of Caregivers of New Jersey, an affiliate of the Family Resource Network.

Jerry is a registered representative and investment advisor representative of Hornor, Townsend and Kent, LLC, 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.

*The Qualifying Member (Q) was created by the Million Dollar Round Table (MDRT). Until the 10th year of membership is attained, the member will be a Q. The requirements do not evaluate the quality of services provided and is granted for one year only. All members must apply every year to continue their affiliation with MDRT. Being a Q is not indicative of the applicant’s future performance. For more information, please visit: https://www.mdrt.org/membership/requirements/