Jeris Gaston Cfp® Crpc®
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Jeris Gaston Cfp® Crpc® Email & Phone Number

Financial Advisor and Member Owner at Savant Wealth Management at Savant Wealth Management
Location: Birmingham, Alabama, United States 4 work roles 3 schools
1 work email found @bridgeworthllc.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

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Work email j****@bridgeworthllc.com
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Current company
Savant Wealth Management
Role
Financial Advisor and Member Owner at Savant Wealth Management
Location
Birmingham, Alabama, United States
Company size
160 employees

Who is Jeris Gaston Cfp® Crpc®? Overview

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Quick answer

Jeris Gaston Cfp® Crpc® is listed as Financial Advisor and Member Owner at Savant Wealth Management at Savant Wealth Management, a with 160 employees, based in Birmingham, Alabama, United States. AeroLeads shows a work email signal at bridgeworthllc.com and a matched LinkedIn profile for Jeris Gaston Cfp® Crpc®.

Jeris Gaston Cfp® Crpc® previously worked as Financial Advisor and Member Owner at Savant Wealth Management and Partner at Bridgeworth Wealth Managemen at Bridgeworth Wealth Management. Jeris Gaston Cfp® Crpc® holds Masters Of Philosophy from Trinity College, Dublin.

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Email format at Savant Wealth Management

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*@bridgeworthllc.com
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AeroLeads found 1 current-domain work email signal for Jeris Gaston Cfp® Crpc®. Compare company email patterns before reaching out.

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Profile bio

About Jeris Gaston Cfp® Crpc®

A financial advisor since 2007. Jeris graduated from Birmingham-Southern College in 2005 with a B.A. in History and a distinction in Leadership Studies. She graduated from the University of Dublin, Trinity College in 2007 with a degree in Philosophy and she has earned the Chartered Retirement Planning Counselor™ designation from the College of Financial Planning in Denver, CO and is a CERTIFIED FINANCIAL PLANNER™.Jeris has built her practice while maintaining an active role in the community. She is past-president of the Rotaract Club of Birmingham and the Junior Board of the YWCA of Central Alabama. She has served on the Birmingham-Southern College Planning Giving Advisory Council, the development committee of The Women’s Fund of Greater Birmingham and is a current member of the Rotary Club of Birmingham. Jeris is married to Jordan Gaston and is a mother to twin boys, Graham and Hayes.

Listed skills include Investment Advisory, Estate Planning, Retirement Planning, Investment Management, and 2 others.

Current workplace

Jeris Gaston Cfp® Crpc®'s current company

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Savant Wealth Management
Savant Wealth Management
Financial Advisor and Member Owner at Savant Wealth Management
rockford, illinois, united states
Website
savantwealth.com
Employees
160
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4 roles

Jeris Gaston Cfp® Crpc® work experience

A career timeline built from the work history available for this profile.

Financial Advisor And Member Owner

Current
Savant Wealth Management

Birmingham, Alabama, United States

Bridgeworth joined forces with Savant Wealth Management on November 30, 2023.

Dec 2023 - Present

Partner At Bridgeworth Wealth Managemen

Bridgeworth Wealth Management

Bridgeworth Wealth Management is an independent Registered Investment Adviser (RIA) founded by a group of CERTIFIED FINANCIAL PLANNER™ professionals who have been in practice together since 1988. Our firm adheres to the fiduciary standard of acting in our clients’ interests at all times while providing holistic financial planning and wealth management experience. The firm consists of more than 50 advisors and staff members, each with distinct talents, abilities, and areas of experience in financial planning. With more than 23 CERTIFIED FINANCIAL PLANNER™ professionals, Bridgeworth Wealth Management is one of the largest groups of CFP® practitioners in the region with offices in Birmingham and Huntsville. Many advisors have additional credentials including Chartered Financial Analyst® charter holder (CFA®), Certified Public Accountants (CPA), Chartered Retirement Planning Counselor® designees (CRPC®), and Chartered Financial Consultant® designees (ChFC®). Whether you need guidance with your retirement planning, prudent asset management, assistance with education planning, or leaving a legacy to your family or favorite charity, we can provide the strategies and common sense direction to work toward your goals and objectives.

Jan 2019 - Jan 2024

Financial Advisor

Bridgeworth, Llc

Birmingham, Alabama Area

Bridgeworth, LLC is an independent Registered Investment Adviser (RIA) founded by a group of CERTIFIED FINANCIAL PLANNER™ professionals who have been in practice together since 1988. The firm consists of twenty advisors and twenty four staff members, each with distinct talents, abilities and areas of expertise in financial planning. Twenty members of Bridgeworth have obtained their CERTIFIED FINANCIAL PLANNER™ certifications, making us one of the largest groups of CFP® practitioners in the region. Additionally, the Firm is comprised of three Certified Public Accountants (CPA), three Chartered Retirement Planning Counselor® designees (CRPC®), six Chartered Financial Consultant® designees (ChFC®), three Chartered Life Underwriter® designees (CLU®), and one Chartered Financial Analyst® charterholder (CFA®). Regardless of whether you need guidance with your retirement planning, prudent asset management, assistance with education planning or leaving a legacy to your family or favorite charity, we can provide the strategies and common sense direction to work toward your goals and objectives. Our firm adheres to the fiduciary standard of acting in our clients’ interests at all times while providing a holistic financial planning and wealth management experience.

Aug 2012 - Jan 2024
Team & coworkers

Colleagues at Savant Wealth Management

Other employees you can reach at savantwealth.com. View company contacts for 160 employees →

AV Aaron Vaiden Aaron Vaiden Colleague at Savant Wealth ManagementGreater Rockford Area, United States View → EC Edward Cruickshank, Cfp® Edward Cruickshank, Cfp® Colleague at Savant Wealth ManagementLincolnshire, Illinois, United States View → CK Caitlin Krist-Simonis, Capm Caitlin Krist-Simonis, Capm Colleague at Savant Wealth ManagementMadison, Wisconsin, United States View → JB Joshua Beard Joshua Beard Colleague at Savant Wealth ManagementBloomington, Indiana, United States View → SW Sarah Wagner, Phr Sarah Wagner, Phr Colleague at Savant Wealth ManagementChicago, Illinois, United States View → KT Kim Tucker Fpqp Kim Tucker Fpqp Colleague at Savant Wealth ManagementCedar Rapids, Iowa, United States View → RB Rene Boburka Rene Boburka Colleague at Savant Wealth ManagementRockford, Illinois, United States View → BB Brandon Boyer Brandon Boyer Colleague at Savant Wealth ManagementChicago, Illinois, United States View → SS Stephanie Souza Rasmann Stephanie Souza Rasmann Colleague at Savant Wealth ManagementRockford, Illinois, United States View → WH Wayne Harris, Cfp® Wayne Harris, Cfp® Colleague at Savant Wealth ManagementBirmingham, Alabama, United States View →
3 education records

Jeris Gaston Cfp® Crpc® education

Education record

Oak Mountain High School
FAQ

Frequently asked questions about Jeris Gaston Cfp® Crpc®

Quick answers generated from the profile data available on this page.

What company does Jeris Gaston Cfp® Crpc® work for?

Jeris Gaston Cfp® Crpc® works for Savant Wealth Management.

What is Jeris Gaston Cfp® Crpc®'s role at Savant Wealth Management?

Jeris Gaston Cfp® Crpc® is listed as Financial Advisor and Member Owner at Savant Wealth Management at Savant Wealth Management.

What is Jeris Gaston Cfp® Crpc®'s email address?

AeroLeads has found 1 work email signal at @bridgeworthllc.com for Jeris Gaston Cfp® Crpc® at Savant Wealth Management.

Where is Jeris Gaston Cfp® Crpc® based?

Jeris Gaston Cfp® Crpc® is based in Birmingham, Alabama, United States while working with Savant Wealth Management.

What companies has Jeris Gaston Cfp® Crpc® worked for?

Jeris Gaston Cfp® Crpc® has worked for Savant Wealth Management, Bridgeworth Wealth Management, Bridgeworth, Llc, and Ameriprise Financial Services, Inc..

Who are Jeris Gaston Cfp® Crpc®'s colleagues at Savant Wealth Management?

Jeris Gaston Cfp® Crpc®'s colleagues at Savant Wealth Management include Aaron Vaiden, Edward Cruickshank, Cfp®, Caitlin Krist-Simonis, Capm, Joshua Beard, and Sarah Wagner, Phr.

How can I contact Jeris Gaston Cfp® Crpc®?

You can use AeroLeads to view verified contact signals for Jeris Gaston Cfp® Crpc® at Savant Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Jeris Gaston Cfp® Crpc® attend?

Jeris Gaston Cfp® Crpc® holds Masters Of Philosophy from Trinity College, Dublin.

What skills is Jeris Gaston Cfp® Crpc® known for?

Jeris Gaston Cfp® Crpc® is listed with skills including Investment Advisory, Estate Planning, Retirement Planning, Investment Management, Personal Risk Management, and Personal Financial Planning.

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