Robert Jerger
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Robert Jerger Email & Phone Number

Managing Member: Certified Financial Planner at Cincinnati Investment Advisors
Location: West Chester, Ohio, United States 4 work roles 1 school
1 work email found @lpl.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email r****@lpl.com
LinkedIn Profile matched
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Role
Managing Member: Certified Financial Planner
Location
West Chester, Ohio, United States
Company size

Who is Robert Jerger? Overview

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Quick answer

Robert Jerger is listed as Managing Member: Certified Financial Planner at Cincinnati Investment Advisors, a with 3 employees, based in West Chester, Ohio, United States. AeroLeads shows a work email signal at lpl.com and a matched LinkedIn profile for Robert Jerger.

Robert Jerger previously worked as Securities Rep at Horan Securities, Inc. and Operations Manager at Matrix Asset Management. Robert Jerger holds Bachelor Of Business Administration - Bba, Accounting And Finance from University Of Cincinnati Carl H. Lindner College Of Business.

Company email context

Email format at Cincinnati Investment Advisors

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{first}.{last}@lpl.com
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AeroLeads found 1 current-domain work email signal for Robert Jerger. Compare company email patterns before reaching out.

Profile bio

About Robert Jerger

I was born and raised in Cincinnati, Ohio. Graduate of the University of Cincinnati with a Bachelor’s Degree in Business Administration, with emphasis on Finance and Accounting. Began my carrier in the investment industry in 1995. A CERTIFIED FINANCIAL PLANNER™ (CFP®), an Investment Advisor Representative and an LPL Financial Advisor. I hold Series 7, 63, 65 & 24 securities licenses with LPL, as well as a Life and Health Insurance license. I am active in my community and my church. I am a member of the Fairfield chapter of Optimist International, where I serve on the finance committee. My wife Kimm and I live in Fairfield. Our son Roman was married on Jan 21st, 2022 to his high school sweetheart Katey. Our daughter Julia will graduate from Anderson University with a Bachelor’s Degree in Business Administration, with emphasis on Finance and Accounting in May 2022. She will be starting he CPA studies after graduation and working with a local accounting firm in Cincinnati, OH.I grew up playing soccer and have a love for the sport. I can watch any game: college, European, World Cup or our local FC Cincinnati. We have had season tickets to FC Cincinnati since they became a USL team in 2015. I also enjoy the outdoors. I love to hike, fish, horseback riding, target shooting and going to Rodeo’s.

Current workplace

Robert Jerger's current company

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Cincinnati Investment Advisors
Cincinnati Investment Advisors
Managing Member: Certified Financial Planner
west chester, ohio, united states
Employees
3
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4 roles · 33 years

Robert Jerger work experience

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

Managing Member: Certified Financial Planner

Current

West Chester, Oh

Incorporated the Company in 2011• Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC . For hyperlinks to FINRA and SIPC, please refer to the ‘Contact info’ above. • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

2004 - Present ~22 yrs 6 mos

Operations Manager

Matrix Asset Management

Blue Ash, Oh

Registered Investment Advisor

1997 - 2000 ~3 yrs
Team & coworkers

Colleagues at Cincinnati Investment Advisors

Other employees you can reach at cincinnatiinvestmentadvisors.com. View company contacts for 3 employees →

1 education record

Robert Jerger education

FAQ

Frequently asked questions about Robert Jerger

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

What company does Robert Jerger work for?

Robert Jerger works for Cincinnati Investment Advisors.

What is Robert Jerger's role at Cincinnati Investment Advisors?

Robert Jerger is listed as Managing Member: Certified Financial Planner at Cincinnati Investment Advisors.

What is Robert Jerger's email address?

AeroLeads has found 1 work email signal at @lpl.com for Robert Jerger at Cincinnati Investment Advisors.

Where is Robert Jerger based?

Robert Jerger is based in West Chester, Ohio, United States while working with Cincinnati Investment Advisors.

What companies has Robert Jerger worked for?

Robert Jerger has worked for Cincinnati Investment Advisors, Horan Securities, Inc., Matrix Asset Management, and Fidelity Investments.

Who are Robert Jerger's colleagues at Cincinnati Investment Advisors?

Robert Jerger's colleagues at Cincinnati Investment Advisors include Kristen M. Makari, Cfp®, Crps®, Cpfa®, Kayle Bertram, Bonnie Burdsall, and Leslie Hartmeyer.

How can I contact Robert Jerger?

You can use AeroLeads to view verified contact signals for Robert Jerger at Cincinnati Investment Advisors, including work email, phone, and LinkedIn data when available.

What schools did Robert Jerger attend?

Robert Jerger holds Bachelor Of Business Administration - Bba, Accounting And Finance from University Of Cincinnati Carl H. Lindner College Of Business.

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