Jerry He

Jerry He is an investment professional based in San Jose, CA, most recently holding the role of Senior Associate at Zhang Financial LLC from February 2022 to May 2024. While at Zhang Financial, a nationally recognized fee-only wealth management firm, he supported high-net-worth clients through comprehensive financial planning and portfolio management, leveraging evidence-based investment strategies.

Jerry’s expertise spans holistic wealth management, retirement planning, and asset allocation. During his tenure, he focused on diversified investment portfolios for individuals and small businesses, emphasizing public equities, fixed income, and alternative assets. Prior to joining Zhang Financial, he was a Junior Financial Advisor at Tristate Financial Advisors and has also been associated with Allworth Financial.

Jerry holds a degree from The Wharton School, which provides a strong foundation in finance and investment management. His licensure includes the Series 65 and Series 63 examinations, allowing him to advise clients in California and other states, and his approach reflects rigorous academic training combined with practical experience in private wealth and retirement solutions.