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We are pleased to provide opportunities that allow our clients to get involved with their financial endeavors. Here, you’ll find information regarding seminars, retirement planning sessions, client celebrations and investment team news. We look forward to your participation.

Current Events Q&A with Jerry Ask, CFP®

Current Events Q&A with Jerry Ask, CFP®
09.22.2020 // Lifestyle & Personal
With an upcoming election and Covid-19 extending into the fall season, there is a lot of uncertainty in the world of 2020. What does this mean for you, your retirement and your valuable assets? We sit down with financial advisor, Jerry Ask, to gain insightful perspective and advice as you look ahead...
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KERNELS CURBSIDE BASEBALL LUNCH

KERNELS CURBSIDE BASEBALL LUNCH
07.08.2020 // Lifestyle & Personal
“Thank you” to the nearly 300 local clients who attended our “Kernels Hot Corner Carry Out” event on June 18th. Clients enjoyed a curbside baseball lunch and a summer-themed gift from our team. We look forward to hosting a client event at a live Kernels game again next year! ...
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2020 Achievements

2020 Achievements
04.28.2020 // Announcement // Planning & Retirement // Markets & Investing
Jerry has received several honors from accredited publications this spring. Jerry was named one of Forbes Best-In-State Wealth Advisors for 2020, ranking 3rd in the state of Iowa. Barron’s 2020 Top 1,200 Advisors included Jerry, ranking 5th in Iowa. And Financial Times included Jerry as one of...
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Goldman Sachs Market Outlook
10.03.2019 // Markets & Investing // Planning & Retirement // Announcement
Another great turnout at our fall seminar “Goldman Sachs Market Outlook,” hosted at the Longbranch Hotel & Convention Center in Cedar Rapids. Over 150 clients joined us for a recap of the year presented by Jerry. Guest speaker Jentry Jordan, Regional Director at Goldman Sachs, prov...
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Cedar Rapids Kernels Baseball Game

Cedar Rapids Kernels Baseball Game
05.22.2019 // Lifestyle & Personal // Announcement
We were thrilled to host an afternoon at the Cedar Rapids Kernels baseball game for over 250 of our local clients. Attendees enjoyed a golf cart shuttle service to the entrance as they were welcomed with Jerry K. Ask Investment Services gear – hats, visors and tumblers. The mezzanine...
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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Jerry K. Ask Investment Services is not a registered broker/dealer and is independent of Raymond James Financial Services.

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