Gerald “Jerry” Barlow is a CPA and LPL Financial Advisor at Penn Wealth Planning, LLC. Jerry uses his combination of tax knowledge & financial planning to advise individuals, families, & businesses on the complex financial world. He holds a Series 7, Series 66, and Life & Health Insurance license. Jerry obtained his CPA designation in 2016.
During tax season he works closely with Chris Kelly, CPA in the Penn Wealth Accounting Group*, to facilitate client tax preparation and service. Penn Wealth Accounting Group and their services are not affiliated with LPL Financial.
After graduating from Temple University, he proceeded to work for the City of Philadelphia Controller’s Office. Through his experience as an auditor he gained a deep understanding of accounting and auditing concepts and procedures while working on the City’s Comprehensive Financial Report.
Prior to working for the City of Philadelphia, Jerry attended The Fox School of Business where he received his Bachelor’s in Business Administration. While pursuing his degree, he was a member of the Temple Owls football program as a defensive end and linebacker.
Jerry resides in Richboro, PA with his wife, Samantha, and their two daughters, Savannah and Skylar. He enjoys boating and fishing as well as cheering on his Alma-mater.
*Penn Wealth Accounting Group and their services are not affiliated with LPL Financial.