Skip to content
facebooklinkedinenvelope
Jerry K. Ask Investment Services LogoJerry K. Ask Investment Services Logo
  • Home
  • Our Team
    • Our Team
    • Our Mission
    • Awards & Recognition
    • About Raymond James
    • Giving Back
    • Jerry Ask
    • Christine Ferring
    • April Guerin
    • Brandon Kuehl
    • Derek Schroder
    • Amber Heslop
    • Chelsea Bellendier
    • Yueting Campbell
  • Our Process
  • Our Clients
    • Our Clients
    • Families & Individuals
    • Retirees
    • Women
  • Services
    • Services
    • Retirement Income Planning
    • Portfolio Management
    • Tax Reduction Savings
    • Business Planning
    • Banking & Lending Solutions
  • News & Events
  • Resources
    • Resources
    • WorthWhile
  • Videos
  • Newsletters
  • Contact Us
    • Contact Us
    • Refer a Friend
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Jerry K. Ask Investment Services
    4800 N River Blvd NE Ste 100 Cedar Rapids, IA 52411 T: 319.395.9230 F: 319.395.9219 TF: 800.535.1295
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Estate & Giving
    • Family & Lifestyle
    • Financial Planning
    • Markets & Investing
    • Retirement & Longevity
    • Tax Planning
    • Technology & Innovation
  • Topic
    • Announcement
    • Lifestyle & Personal
    • Markets & Investing
    • Planning & Retirement
  • Media
    • Article
    • Calculator
    • Infographic
    • Newsletter
    • Video
Infographic: Teaching money skills at any age
Financial experiences in childhood can shape adult money habits. Teaching kids how to save, spend and give wisely can help set them up for a lifetime of success.
Family & Lifestyle
Your career, your legacy
5 ideas to help you build a meaningful professional legacy.
Family & Lifestyle
Read
Read
Should I stay or should I go? Deciding to rebuild or relocate after disaster
2/3/2026

If your home was substantially damaged in a natural disaster, would you rebuild or relocate? Explore the factors that will influence your decision.

Family & Lifestyle
Navigating employer retirement plans through career transitions
Know the ins and outs when making a career move.
Family & Lifestyle
More options for education savings
Expanded 529 plan benefits will make it easier to invest in your children or grandchildren’s future.
Family & Lifestyle
Read
Spring clean your finances
Streamline planning for the future by getting organized.
Family & Lifestyle
Read
Travel securely: Keep your information protected on the go
Learn about a few simple things you can do to protect your personal information while you travel.
Technology & Innovation
Infographic: How to recognize and overcome behavioral biases when investing

Review these common behavioral biases that might be influencing your investment decisions, and ask yourself if any resonate with you.

Family & Lifestyle
What to do after a loved one passes away
Take action during an overwhelming time with this quick guide.
Family & Lifestyle
Giving is a family affair
How to inspire charitable values for years to come.
Estate & Giving
The balancing act of income and net worth
Maintaining a balance between net worth and income will need to be adapted throughout your lifetime – learning strategies to manage the two can help.
Family & Lifestyle

HOW CAN WE HELP YOU? SCHEDULE A COMPLIMENTARY CONSULTATION.

facebooklinkedinenvelope
Jerry K. Ask Investment Services LogoJerry K. Ask Investment Services Logo
  • 4800 N River Blvd NE Ste 100 Cedar Rapids, IA 52411
  • 319.395.9230
  • 319.395.9219
  • 800.535.1295
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and 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.

Links to external content or websites, if provided, are for information purposes only. Raymond James is not affiliated with and does not endorse authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Jerry K. Ask Investment Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Jerry K. Ask Investment Services is separately owned and operated and not independently registered as a broker-dealer or investment adviser.

Raymond James Legal Disclosures (Including Form CRS) | Privacy, Security & Account Protection | Terms of Use

© 2026 Raymond James Financial, Inc.