Broker Check
Jerry LaValley Jr., CLU®, ChFC®

Jerry LaValley Jr., CLU®, ChFC®

Wealth Advisor

Jerry LaValley started his career in the insurance business in 1976 in the property/casualty field with a small family-owned agency. In 1981, Jerry became active in the life and health insurance business and became the life and benefit specialist for the agency as well as continuing work in the property/casualty area. He joined the Ohio National Life Insurance Company as a career agent on May 1, 1984 through Swanson and Associates in Grand Rapids, Michigan. In 1991, Jerry sold the property casualty agency, retaining his life/health clients and joined Swanson and Associates full-time. Jerry was given responsibility for recruiting and training new associates for Swanson and Associates, as well as servicing his own clients. Jerry remained in that position until December 2004 when he became General Agent of LifePoint Financial Advisors. Jerry went back into personal production in February 2010, focusing on developing a very specific clientele of median to high net worth individuals. 

Jerry received his CIC designation in September 1983, his CLU designation in February 1992 and his ChFC in October 1996 and maintains FINRA Series 6, Series 22 and Series 65 licenses. He was also Past President of the Western Michigan Chapter of GAMA (1994-1995) and Past President of the Western Michigan Chapter of SFSP (2003-2004). 

Jerry graduated from Central Michigan University with a Bachelor of Science degree in Industrial Technology in August 1974.