Jerilyn Blue
El Segundo, CA
Jerilyn Blue has over 15 years of experience providing investment services to individuals, family groups, and owners of closely held companies. She works diligently with her clients and their team of advisors to provide comprehensive services, including charitable giving, cash flow planning, structuring and implementing investment management and estate planning strategies. She has extensive investment management experience with individual, trust, private foundations, family partnerships, and other closely held entities.
Before Joining LPL and founding Clarity Wealth Management, Jerilyn was a Vice President level Senior Financial Advisor at Bank of America/Merrill Lynch. An active member of the Premier Banking and Investment Team and the Global Wealth Management Team, she served as a regional resource on client service matters and portfolio planning strategy.
Her credentials include honors earned with her B.S. and Teaching Credential in Business & Finance, and designation as a Chartered Retirement Planning CounselorSM. She is a full service Registered Representative, Registered Principal, and Insurance agent with licenses held at LPL Financial.