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This profile was last updated on 9/10/00  and contains information from public web pages.

Jerry W. Harwood

Wrong Jerry W. Harwood?

Employment History

  • Vice President
    Federation of Southern California Stamp Clubs
  • President
    Ventura County Philatelic Society
  • Outstanding Associate and Top Life Insurance Producer
  • Student of Estate Planning
    Phoenix University

Board Memberships and Affiliations

  • Member
    Lincoln Financial Advisors Corp


  • Masters , history
    Cal State Northridge
  • Cal State Los Angeles
Web References
Mary Ellen Harwood -- About Us, 10 Sept 2000 [cached]
Jerry W. Harwood, LUTCF
Jerry W. Harwood joined Lincoln Financial Advisors in 1990 after many years of providing insurance services to his loyal clients.Jerry is known to his clients as someone who can be trusted to make a difference in their financial lives.Jerry's loyal clients become friends and are proud to recommend him to others.
Jerry's industry honors have been many.He is most proud of being a member of Lincoln Financial Advisors Top 1 %, being named Outstanding Associate and Top Life Insurance Producer for 1997.In 1999, Jerry was honored as Agent of the Year for the San Ramon Agency of Lincoln Financial Advisors.
Jerry has many interests and has served as the President of the Ventura County Philatelic Society.He is an avid stamp collector.He is currently the Vice-President of Federation of Southern California Stamp Clubs.
Jerry's career concentration is on wealth preservation and planning for seniors and high net worth individuals.His emphasis is in the planning areas of senior long term care and home health care.Working in conjunction with other professionals and tax advisors, he provides financial planning services and access to products for individuals and families.
Graduating from Cal State Los Angeles, he earned his Masters in history from Cal State Northridge with Honors.Currently he is a student of Estate Planning and Trusts in Phoenix University Certified Financial Planning program.
Walid (Wally) El-Taki, PFP
Wally is a 1998 graduate of UCLA Personal Financial Planning program.He is an associate of Lincoln Financial Advisors specializing in working with small business owners.Wally graduated from California Lutheran University with a degree in Business Marketing in 1994.He is an Investment Advisor Representative and enjoys providing financial planning and investment services for his clients.
At Channel Islands Financial and Insurance Services, Mary Ellen and Jerry provide leadership for the team of professionals available to serve the needs of their clients.
Through consistent effort and a reputation for outstanding service, they have built a solid base of satisfied clients who do not hesitate to recommend their services.
In discussing their work philosophy, Mary Ellen speaks with sincerity and conviction.Our goal is to implement financial strategies which help create and preserve wealth.We do this best by building a strong relationship with our clients and by continually following through to help assure that each client's financial goals are achieved.., 17 May 2002 [cached]
Agent Jerry Harwood said the California Highway Patrol, the Crescent City Police Department and sheriff's deputies cooperated in the arrest.
"I would also like to thank the citizens who aided us in this investigation," said Harwood.
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