MassMutual financial professional.

Jerry A. Wadeemail

MassMutual Tri State

186 Wood Avenue South Suite 301
Iselin, NJ 08830-2763

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  • Professional Story

    Jerry Wade is a Financial Planner and Special Care Planner at On Point Strategic Planning, LLC, a financial services organization known for its specialized team and the personalized advice and guidance they provide to clients as they build their financial security.


    Jerry is dedicated to providing clients with financial solutions and works with individuals, families and business owners as they look to build financial security through every stage of life. As part of a specialized team, he can tap into a wide range of planning resources and provide clients with integrated and customized solutions to successfully fulfill their financial goals and objectives. He Prides himself in getting to know each client so that he can understand their individual needs and what matters most to them

    Areas of Focus

    Wealth Management

    Risk Management

    Financial Planning

    Retirement Planning

    Estate Planning

    Protection & Insurance

    Investment Services

    Business Planning Solutions

    Employee Benefits

    Education:

    University of Toledo

    Middlesex Community College

    Life Underwriter Training Council Fellowship - American College

    Chartered Advisor for Senior Living – American College

    Retirement Income Certified Professional – American College

    Professional & Community Associations:

    Served United States Air Force 1986-1990

    Board Member, Junior Achievement, a global non-profit dedicated to inspiring and preparing young people to succeed in a global economy.

  • Languages:
    • English

  • Credentials:
    • CASL®
    • LUTCF®
    • RICP®
    • ChSNC™

  • Specialties:
    • Insurance Strategies
    • Business Owners
    • Special Care
    • Investment Strategies
    • Retirement Income Planning
    • Charitable Giving
    • College Funding Strategies
    • Estate Planning
    • Group Benefits
    • Military
    • Financial Education
    • Risk Management Strategies
    • Retirement Strategies

  • Online Services

Check the background of this investment professional on FINRA’s BrokerCheck

See Jerry’s Licenses and Disclosures

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