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  2. Jerry Kanter, CLU

Jerry Kanter, CLU

Jerry Kanter, CLU
Phone: 
(949) 325-0224
E-mail: 
jkanter@advbenesys.com

Jerry graduated from Arizona State University in 1974 with a degree in economics and finance. He founded Advanced Benefit Systems in 1989, and has more than 40 years of experience assisting individuals and companies with risk management and estate planning issues.

Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.  CA Insurance #0659602

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  •   4695 MacArthur Court, Suite 360, Newport Beach, CA 92660
  •   (949) 325-0224
  •   info@advbenesys.com

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Advanced Benefit Systems is not affiliated with Securian Financial Services, Inc. Tax & Financial Group is independently owned and operated. Advanced Benefit Systems is affiliated with Tax & Financial Group Separate from the financial plan and an advisors' role as financial planner, an advisor may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and clients are under no obligation to follow them. Financial Advisors do not provide tax or legal advice. Please consult a tax or legal professional for advice regarding your specific situation.

Certain individuals associated with Advanced Benefit Systems are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA's BrokerCheck. For information about which individuals associated with ICL Financial Services are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.

1730967/DOFU 4-2017

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