Jackie has 30 years in the financial services industry. She joined Gertsema Wealth Services, Inc. in 2011, after working at (the now) RBC Wealth Management, Inc. and with Raymond James, Mercantile Financial Group. Jackie passed her Series 7 and 63 in 1992 and 9/10 in 2006.
In her current position, she assists the CEO with management of the office and daily operations. In addition to her management duties, she establishes and maintains relationships with individual and business clients. This includes sales calls, presentations, portfolio evaluations, placing trades, answering customer inquiries, and booking appointments.
Jackie coordinates the activities of workers in the office and prepares financial and regulatory reports as required by regulations and senior management. She also manages various other responsibilities for the branch such as budget projections/profitability issues, dealing with various outside vendors in maintaining the branch property, and responding to compliance reviews and other branch-related issues.
Jackie and her husband, who is a local TV New Anchor, live in St. Joseph and have two grown sons and four grandchildren. In her spare time she enjoys reading antiquing, shopping, travel and watching sports, and especially watching her grandchildren’s activities and spending time with them.