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Gerald K
Series 63, Series 66
Bainbridge Island, WA
The AmeriFlex Group
Gerald Kleber Jr. is an investment advisor with The AmeriFlex Group, holding Series 63 and Series 66 credentials and 26 years of industry experience. His prior work includes roles at Cambridge Investment Research, OSAIC, SagePoint Financial, Penn Mutual Life Insurance, and Hornor Townsend & Kent. He is also the owner of Summit Financial & Insurance Services, a business focused on insurance, benefits, and human resources. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party manager selection, and retirement plan consulting, delivering customized strategies via model asset allocations, discretionary and non-discretionary manager relationships, and multiple custodians.
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