Jerry Lorey, Chfc
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Jerry Lorey, Chfc Email & Phone Number

Location: Shreveport, Louisiana, United States 2 work roles 1 school
1 phone found area 318 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

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Direct phone (318) ***-****
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Current company
Role
Founder
Location
Shreveport, Louisiana, United States

Who is Jerry Lorey, Chfc? Overview

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Quick answer

Jerry Lorey, Chfc is listed as Founder at The Lorey Group, based in Shreveport, Louisiana, United States. AeroLeads shows phone signal with area code 318 and a matched LinkedIn profile for Jerry Lorey, Chfc.

Jerry Lorey, Chfc previously worked as Financial Adviser at Eagle Strategies, Llc. Jerry Lorey, Chfc holds Bachelor Of Science (B.S.), Healthcare Administration from Louisiana Tech University.

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The Lorey Group

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Profile bio

About Jerry Lorey, Chfc

With nearly 20 years of experience in the financial industry, I’ve noticed that most successful people have a lot on their plates, and consequently, they don’t have the time or energy to tend to their wealth the way they deserve. They have an idea of the kind of life they want to live and the future they want to build, but they’ve never outlined exactly how they’re going to make it happen. As an advisor, I get to help solve this problem. I help driven, busy people fine-tune their personal and business financial plans so they can make the most of their success. I’m passionate about bringing order to complex situations and building things that last, and I’m adept at helping my clients simplify their financial landscapes and establish strong futures for themselves and their families.With a background in hospital and medical practice administration, I understand the challenges business owners and physicians face. Maximizing their financial opportunities requires thorough attention to detail, which is why I review every aspect of both their personal and professional financial worlds when developing a plan. I help them streamline everything so it’s easy to see where they stand, where they want to go, and how to get there. Then I educate them about their risks, opportunities, and resources so they can make informed, confident decisions for themselves, their families, and their businesses.From 1989 to 2007, I also served in the Louisiana Army National Guard and was deployed to Desert Storm, an experience that taught me the value of grit, loyalty, and perseverance, qualities I carry with me in my business today. I am the founder and principal advisor of The Lorey Group, a financial advisory practice serving successful physicians, business owners, and families. I am also a Member Agent of The Nautilus Group®, an exclusive resource of New York Life Insurance Company where I collaborate with experts experienced in law, taxes, life insurance, accounting, and charitable giving.

Listed skills include Investments, Estate Planning, Key Person Insurance, Business Exit Strategy, and 7 others.

Current workplace

Jerry Lorey, Chfc's current company

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The Lorey Group
The Lorey Group
Founder
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2 roles

Jerry Lorey, Chfc work experience

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Founder

Current

Shreveport, Louisiana, United States

Jerry H. Lorey with The Lorey Group provides quality financial strategies, and offers insurance, financial services, and employee benefits to businesses and individuals.The company offers a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies.Jerry H. Lorey is licensed to sell insurance through New York Life Insurance Company and various other independent unaffiliated insurance companies. He is also a Financial Adviser offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser, and a Registered Representative offering securities through NYLIFE Securities LLC (Member FINRA/SIPC), A Licensed Insurance Agency.Jerry H. Lorey is not licensed in all jurisdictions.CA License #0L92307AR License #8032793Neither The Lorey Group LLC, nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.The Lorey Group LLC is not owned or operated by New York Life Insurance Company or its affiliates.Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.405 Ashley Ridge BlvdShreveport, LA 71106(318) 629-7500

Aug 2004 - Present

Financial Adviser

Through my affiliation with Eagle Strategies, LLC, a Registered Investment Adviser, I provide sophisticated wealth management services by designing customized investment solutions that address my clients’ unique investment objectives and risk tolerance levels. My investment experience, coupled with Eagle’s diverse team of investment experts, allows me to provide the continuous financial guidance needed to help my clients achieve long-term financial success.---I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AR (8032793), AZ, CA (0L92307)LA, TX, VA. No insurance business may be conducted outside this/these state(s) referenced. I am a Registered Representative of and offer securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a registered broker-dealer and Licensed Insurance Agency. 405 Ashley Ridge Blvd Shreveport, LA 71106. (318)629-7500 In this regard, this communication is strictly intended for individuals residing in the states of AR, AZ, LA, TX, VA.I am also separately registered as an investment adviser representative, under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of AR, AZ, LA, TX, VA. As such, these services are strictly intended for individuals residing in these states.Neither The Lorey Group nor New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions. The Lorey Group is not owned or operated by NYLIFE Securities LLC or its affiliates.Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

1 education record

Jerry Lorey, Chfc education

FAQ

Frequently asked questions about Jerry Lorey, Chfc

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

What company does Jerry Lorey, Chfc work for?

Jerry Lorey, Chfc works for The Lorey Group.

What is Jerry Lorey, Chfc's role at The Lorey Group?

Jerry Lorey, Chfc is listed as Founder at The Lorey Group.

What is Jerry Lorey, Chfc's phone number?

AeroLeads has found 1 phone signal(s) with area code 318 for Jerry Lorey, Chfc at The Lorey Group.

Where is Jerry Lorey, Chfc based?

Jerry Lorey, Chfc is based in Shreveport, Louisiana, United States while working with The Lorey Group.

What companies has Jerry Lorey, Chfc worked for?

Jerry Lorey, Chfc has worked for The Lorey Group and Eagle Strategies, Llc.

How can I contact Jerry Lorey, Chfc?

You can use AeroLeads to view verified contact signals for Jerry Lorey, Chfc at The Lorey Group, including work email, phone, and LinkedIn data when available.

What schools did Jerry Lorey, Chfc attend?

Jerry Lorey, Chfc holds Bachelor Of Science (B.S.), Healthcare Administration from Louisiana Tech University.

What skills is Jerry Lorey, Chfc known for?

Jerry Lorey, Chfc is listed with skills including Investments, Estate Planning, Key Person Insurance, Business Exit Strategy, Asset Protection, Life Insurance Strategies, Legacy Planning, and Business Insurance Planning.

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