With over 40 years as an advisor, Jerry McEwen brings a lifetime of experience with market shifts, crashes, and changes in the financial services industry to his clients. As a Partner and Director at Solutions Wealth Management, Jerry uses those years of experience to help his clients meet their financial goals. He is proud to have helped built Solutions Wealth Management as the premier destination for people’s financial advice and solutions. Each investment plan is unique, which is why Jerry collaborates with his clients as a partner to come up with a plan that’s best for them. Jerry takes a long-term and strategic approach to investment planning and he finds great satisfaction in working with clients to help them meet their long-term goals.
Jerry’s recognitions include the Platinum Council designation in 2018 as well as being a Five Star Wealth Manager in Memphis in 2014 and 2015.
Prior to entering the financial services industry, Jerry traveled the world to compete as a professional tennis player. He brings that competitive nature to the work that he does. Jerry’s drive for competition keeps him motivated in every aspect of caring for his clients. Jerry still plays tennis almost every day.
In his free time, Jerry enjoys SCUBA diving, participating in national tennis tournaments, and fostering animals. Jerry also enjoys caring for his three four-legged kids, a pit bull named Rascal, an American bully named Sherman the Tank, and a chocolate lab named Coco.
California Insurance License: 0H58817. Resident State TN.
1 The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.
2 The Five Star Wealth Manager award was issued on May 1, 2013 by Five Star Professional (FSP) for the time period May 1, 2014 through May 1, 2015. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 3,000 Mepmphis area market wealth managers were considered for the award; 100 (3.33% percent of candidates) were named 2015 Five Star Wealth Managers. Visit www.fivestarprofessional.com.
3 Award issued on May 1, 2013 by Five Star Professional (FSP) for the time period May 1, 2014 through May 1, 2015. 3,000 Memphis area market wealth managers were considered for the award; 100 (3.33% of candidates) were named Five Star Wealth Managers.