Let’s Get Acquainted
If you are not yet a client, your first and most important step is to reach out to us to set up a complimentary appointment. Nothing can happen until you take that initiative. Call us to discuss what you should bring to our meeting and to set up a date and time.
We are conveniently located on the corner of Haddon and Crystal Lake Avenue’s, in front of the Westmount “PATCO” Station and across the street from Treno’s Pizza Bar.
JERRY JEVIC,
Designation: AIF®
Jerry has been giving financial advice to families, affluent corporate executives, physicians and non-profits since 1984. Through his experience and the support of Oppenheimer he has the resources to address all client needs. Jerry graduated from Upsala College and has been with Oppenheimer since 1998. He resides in Voorhees, NJ with his family, enjoys the Jersey Shore, reading and traveling.
In addition Jerry is also licensed for life, health and annuities in the states of Delaware, Maryland, New Jersey, New York, North Carolina and Pennsylvania.
Awards
Jerry has been named a Five Star Professional Wealth Manager for 8 Consecutive years.
MARY F. LENNON
Mary has been in the financial services industry since 1981. She started her career with Janney Montgomery Scott, LLC and was assistant to the President & CEO from 1983 to 1999. She joined Oppenheimer in Philadelphia in 2015 as an assistant to the branch manager and followed the group that started the Haddon Township branch in 2018. She is an invaluable member of the office assisting in day to day operations and client communication.
MICHAEL G. JEVIC
Michael joined Oppenheimer & Co. Inc. and The Haddon Township Group in Jan of 2022 to work alongside his father. His prior experience in the financial industry began in the insurance and mortgage businesses. His prior work in home remodeling allowed him to pay great attention to detail. As a former lacrosse coach and player Michael learned to focus on helping individuals reach their potential and create goal setting strategies. He earned his Bachelor’s degree in Political Science from Montclair State University. In his spare time he enjoys watching sports, playing golf, reading, and cooking.
Michael holds the following FINRA registrations: General Securities Representatives (Series 7) and Uniform Combined State Law (Series 66) and the Securities Industry Essentials. (SIE)