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Jerry Hall Email & Phone Number

Principal, Senior Financial Advisor at HBKS Wealth Advisors at HBKS Wealth Advisors
Location: Fredonia, New York, United States 4 work roles 2 schools
1 work email found @rjlexington.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

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Work email g****@rjlexington.com
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Current company
HBKS Wealth Advisors
Role
Principal, Senior Financial Advisor at HBKS Wealth Advisors
Location
Fredonia, New York, United States
Company size
75 employees

Who is Jerry Hall? Overview

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Quick answer

Jerry Hall is listed as Principal, Senior Financial Advisor at HBKS Wealth Advisors at HBKS Wealth Advisors, a with 75 employees, based in Fredonia, New York, United States. AeroLeads shows a work email signal at rjlexington.com and a matched LinkedIn profile for Jerry Hall.

Jerry Hall previously worked as Principal, Senior Financial Advisor at Hbks Wealth Advisors and Independent Financial Advisor at Raymond James Financial Services. Jerry Hall studied at Suny Fredonia.

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Email format at HBKS Wealth Advisors

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*@rjlexington.com
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Profile bio

About Jerry Hall

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Listed skills include Wealth Management, Financial Advisory, Estate Planning, Investment Strategies, and 21 others.

Current workplace

Jerry Hall's current company

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HBKS Wealth Advisors
Hbks Wealth Advisors
Principal, Senior Financial Advisor at HBKS Wealth Advisors
erie, pennsylvania, united states
Website
hbkswealth.com
Employees
75
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4 roles · 33 years

Jerry Hall work experience

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

Principal, Senior Financial Advisor

Current
Hbks Wealth Advisors

33 Church St. Second Floor Fredonia, Ny 14063

HBKS Wealth Advisors is the Wealth Management Division of our Parent firm, Hill, Barth and King LLC (HBK), a major National Accounting Firm. HBKS Wealth Advisors is a Registered Investment Advisor (RIA) specializing in Investment Management, Comprehensive Financial Planning, Retirement Planning (including Rollover and Pension analysis), Retirement Income Solutions, as well as Insurance Services and Wealth Transfer Strategies. Our Retirement Planning Unit provides Retirement Planning services such as Cash Balance DB Pension plans, DC Retirement Plans (401k plans), 3(21) and 3(38) Fiduciary services, as well as assistance in writing Investment Policy Statements (IPS). HBKS Wealth Advisors with the support of our parent company Hill, Barth and King Accounting firm provide Tax planning, Estate Planning to individuals as well as Business Planning for Business Owners, Business Valuations, Buy/Sell agreements and Succession planning.

May 2016 - Present

Financial Advisor

Merrill Lynch
Jun 1996 - Nov 2002

Account Rep

Metlife
1994 - 1996 ~2 yrs
Team & coworkers

Colleagues at HBKS Wealth Advisors

Other employees you can reach at hbkswealth.com. View company contacts for 75 employees →

JL Jennifer Lee Jennifer Lee Colleague at Hbks Wealth AdvisorsErie, Pennsylvania, United States View → BS Brian Sommers, Cfa Brian Sommers, Cfa Colleague at Hbks Wealth AdvisorsSewickley, Pennsylvania, United States View → MY Marcus Yemc Marcus Yemc Colleague at Hbks Wealth AdvisorsGreater Pittsburgh Region, United States View → JK Julie Kolenda Julie Kolenda Colleague at Hbks Wealth AdvisorsErie, Pennsylvania, United States View → SS Steve Swindler Steve Swindler Colleague at Hbks Wealth AdvisorsStuart, Florida, United States View → IB Irene Buettner Irene Buettner Colleague at Hbks Wealth AdvisorsErie, Pennsylvania, United States View → BB Benjamin Bannon Benjamin Bannon Colleague at Hbks Wealth AdvisorsWarrendale, Pennsylvania, United States View → DM Darren Morse Darren Morse Colleague at Hbks Wealth AdvisorsWestfield, New York, United States View → LD Lynn Drennen Lynn Drennen Colleague at Hbks Wealth AdvisorsJamestown, New York, United States View → BD Brett Dusch Brett Dusch Colleague at Hbks Wealth AdvisorsWarrendale, Pennsylvania, United States View →
2 education records

Jerry Hall education

Education record

Jamestown Business College
FAQ

Frequently asked questions about Jerry Hall

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

What company does Jerry Hall work for?

Jerry Hall works for HBKS Wealth Advisors.

What is Jerry Hall's role at HBKS Wealth Advisors?

Jerry Hall is listed as Principal, Senior Financial Advisor at HBKS Wealth Advisors at HBKS Wealth Advisors.

What is Jerry Hall's email address?

AeroLeads has found 1 work email signal at @rjlexington.com for Jerry Hall at HBKS Wealth Advisors.

Where is Jerry Hall based?

Jerry Hall is based in Fredonia, New York, United States while working with HBKS Wealth Advisors.

What companies has Jerry Hall worked for?

Jerry Hall has worked for Hbks Wealth Advisors, Raymond James Financial Services, Merrill Lynch, and Metlife.

Who are Jerry Hall's colleagues at HBKS Wealth Advisors?

Jerry Hall's colleagues at HBKS Wealth Advisors include Jennifer Lee, Brian Sommers, Cfa, Marcus Yemc, Julie Kolenda, and Steve Swindler.

How can I contact Jerry Hall?

You can use AeroLeads to view verified contact signals for Jerry Hall at HBKS Wealth Advisors, including work email, phone, and LinkedIn data when available.

What schools did Jerry Hall attend?

Jerry Hall studied at Suny Fredonia.

What skills is Jerry Hall known for?

Jerry Hall is listed with skills including Wealth Management, Financial Advisory, Estate Planning, Investment Strategies, Insurance, Life Insurance, Protection Planning, and Risk Management.

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