Investment Resource Partners
HELPING TO BRIDGE THE GAP BETWEEN YOU AND FINANCIAL SUCCESS.
Susan L. Jerris
LPL Registered Securities Principal CA Insurance License # 0662706


Contact Susan directly at: (949) 861-4747 or susan.jerris@lpl.com

Our office was established to help investors address all of their financial challenges.

I do this by using a total wealth management approach. Each area is important individually,
but managing them collectively is one of the most important factors in your overall financial plan.

My approach to investing can help you reduce your exposure to taxes, meet your insurance needs and provide a plan to successfully transfer your wealth to your children and grandchildren.

My products and services include:
  • Strategic Assets Management (SAM) – providing you with fee-based asset management through LPL Financial, a Registered Investment Advisor.
  • Variable and Fixed Annuities
  • Mutual Funds
  • Life Insurance

    • By providing investment advice and financial services, I have earned my clients’ trust and a reputation that reflects the high standards I have for the people I serve.

     

    The LPL Financial registered representative, Susan Jerris may only discuss and/or transact securities business with residents of the following states: AR, AZ, CA, CO, FL, ID, KY, NC, ND, NE, NM, NV, NY, OH, OK, OR, PA, SC, TX, UT, WA, WY. Securities and Financial Planning (and/or Advisory Services) Offer Through LPL Financial, A Registered Investment Advisor. Member FINRA/SIPC LPL's Privacy Policy
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