Jerry Fegler

Principal And Senior Wealth Advisor at Marin Wealth Advisors

Jerry Fegler currently serves as Principal and Senior Wealth Advisor at Marin Wealth Advisors LLC, a role held since 2016. Prior to this, Jerry Fegler held positions including Senior Wealth Advisor at Contango Capital Advisors/CB&T Wealth Management and VP of Client Development at HighMark Capital Management. Jerry Fegler's career includes significant roles such as VP of Institutional Sales at Wells Fargo Advantage Funds and Director of Investment Strategies at AssetMark Investment Services. Earlier experience involved serving as Vice President - Relationship Manager at Wells Capital Management and Marketing Manager at Wells Fargo Bank. Jerry Fegler earned an MBA from Santa Clara University and a BSBA in Accounting and Finance from the University of Nebraska-Lincoln.

Location

San Rafael, United States

Links

Previous companies


Org chart

No direct reports

Teams

This person is not in any teams


Offices


Marin Wealth Advisors

Marin Wealth Advisors is a San Francisco Bay Area-based investment advisory and financial planning firm, serving individuals, families, businesses, non-profits, and foundations.


Employees

11-50

Links