Jerry He

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Jerry He, CFP®

Wealth Advisor
  • Bachelor of Science in Economics - Wharton School of Business, University of Pennsylvania
  • Financial Advisor with an Independent Financial Planning Firm, Passed Series 65, 63 and 6 Exams

Zhang Financial

5931 Oakland Drive Portage, MI 49024
List of office locations
Email: clientservice@zhangfinancial.com | Toll-Free: 888-777-0126

Minimum investment requirement: $1,000,000 in Michigan, $2,000,000 outside of Michigan.
Investment Advice offered through Zhang Financial, a Fee-Only Wealth Management Group.