Jerry A. Barbalatt
Jerry Barbalatt is currently a Managing Member of Parker Allen and Company, LLC., an independent financial planning and insurance/investment consulting firm. Jerry has been sought after for his insights and prescriptions for the building and preservation of personal wealth.
Working with a highly diverse and accomplished team of financial professionals, he provides individuals with a sensible and objective roadmap to managing money, pursuing wealth, and securing their financial future. Now entering his 33rd year in the industry, Jerry takes pride in helping his clients target their financial dreams.
Education: Jerry is a CERTIFIED FINANCIAL PLANNERTM certificant from the CFP Board of Standards and Practices and is also Certified in Long-Term Care (CLTC).
He earned a law degree (JD) from the Benjamin N. Cardozo School of Law with a Concentration in Tax Law and completed his undergraduate degree (BS) cum laude with a double major in Economics and Accounting from Yeshiva University.
He holds the FINRA Series 7 registration as a Registered Representative and Investment Adviser Representative of Commonwealth Financial Network®, Member FINRA, and is also a licensed insurance agent.
Experience: At Ascott, Jerry provided advanced estate planning strategies to Smith Barney high net worth clients. He was also a Supervising Consultant in the Estate/Financial Planning Practice and Group Benefits Consulting Practice in the New York office of accounting firm KPMG Peat Marwick. Reporting directly to the National Partners-In-Charge of Personal Financial Planning and Group Benefits, Jerry served as an in-house specialist for investment and insurance matters. Previously, he was Director of New Business for Comprehensive Corporate Planning.
Jerry Barbalatt is proud to have been recognized as a President's Club advisor for 2016—a distinction based on annual production attained by 16 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes President's Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. President's Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.