Professional
Jerry’s mission is to help successful business owners, executives and professionals build intergenerational security . . . to help them move from success to significance. Jerry accomplishes this by helping clients design and build solid financial plans, founded upon their individual value systems and constructed to stand the test of time. His mission is different from others in the financial services industry in that he provides sound guidance with the intent to help clients preserve their dignity and legacies. When providing solutions to a client’s financial needs, Jerry Cox uses a highly disciplined and structured approach.
Jerry joined Northwestern Mutual Financial Network as an intern while in graduate school. Upon graduating with a Master of Arts in Religion in 1980, Jerry and his family moved back to Modesto, California, to establish his practice with Northwestern Mutual Financial Network.
Jerry’s continuing education achievements include earning the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designation from The American College. He is securities licensed, and specializes in working with business owners and executives, as well as successful professionals.
IN 2010, Jerry completed studies toward the prestigious Master of Science in Financial Services (MSFS) degree, This earned academic degree uniquely equips him to serve the advanced technical transition and estate planning needs of clients who own business and agricultural interests.
Mr. Cox is a member of the Million Dollar Round Table (MDRT), the Premier Association of Financial Professionals. Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales, and client service, while maintaining a culture of high ethical standards.
MDRT’s mission is to be a valued, member-driven international network of leading insurance and investment financial services professionals who serve their clients by exemplary performance and the highest standards of ethics, knowledge, and productivity.
Awards and recognition
- Million Dollar Round Table - 25 years
- National quality Award – 1984, 1986-2004, 2006, 2008
Associations and Memberships
- Member National Association of Insurance and Financial Advisors
- Member of Stanislaus County Estate Planning Council
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