Jerry Crockett
Financial Associate
210.240.7275
jerry@alamofin.com
“Be sure you’re right, then go ahead.”
Jerry merged his San Antonio firm with Benkendorfer Investment Group in 2018. A successful financial associate in his own right, Jerry has over 20 years of experience in helping individuals increase their overall net worth while decreasing their taxable income and estate taxes. Jerry has focused on retirement plans and IRAs during his career.
Jerry and his late wife, Carolyn, graduated from Baylor University. Prior to opening his own firm, he served as Director of Alumni and Planned Giving at Trinity University.
Passionate about the community and their financial security, Jerry has been active in many community non-profit organizations throughout the years, including the Family Service Association, Ecumenical Center and AARP’s Tax Counseling for the Elderly program.
He recently moved to College Station to be closer to his grandkids. In his free time, Jerry enjoys attending activities at his local church, spending time with family and researching family genealogy.
Check out my background on FINRA’s BrokerCheck.