Jerry He

Financial Advisor

CFP^®

With prior experience specializing in high-net-worth clients at a nationally recognized wealth management firm, CERTIFIED FINANCIAL PLANNER^® professional Jerry He is an advisor in our Campbell, California, office. Jerry holds a degree in Economics from the Wharton School of Business at the University of Pennsylvania. Having grown up on the east coast, Jerry enjoys exploring the vibrant cultures and diverse cuisines present in the Bay Area. A born educator, he enjoys volunteering and tutoring in his free time.

How I Work with My Clients

I focus on proactively identifying opportunities to enhance my clients' financial plans with actionable strategies that make a direct impact. Whether it's using investment strategies like direct indexing for tax efficiency or mitigating concentrated stock equity risk through options, my goal is to provide tailored solutions that align with each client’s unique needs. With extensive experience partnering with high-net-worth individuals, especially those with concentrated stock positions, I specialize in optimizing tax efficiencies.

Above all, I prioritize timely communication and strive to be my clients' trusted go-to resource for any questions or guidance related to their finances.

What Guides My Approach

Driven by a deep passion for helping others, I am continually privileged to witness how a well-crafted financial plan can transform the financial landscape for high-net-worth families. This only strengthens my conviction that my role as an advisor brings significant value—not just to my clients, but also to those they care about, including charities and beneficiaries. Knowing that my work helps clients leave a lasting legacy drives my commitment to their success.

When working with my clients, I always look for areas where we can be proactive and take actionable steps that will make a significant and direct impact on their plan.

Jerry He, Financial Advisor

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About Allworth

30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.

Then, as now, we believed we could do better -because you and your money deserve better.

With unparalleled access to a team of financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning and investment solutions with tax, estate, insurance, and more - all under one roof and directed by one point of contact.

Because when financial guidance comes with a commitment to put your needs first-and our success is dependent on your success -you get more than just advice.

You get a financial ally for life.

97%

client loyalty 31,000+ Clients²

years in business $39 Billion AUM⁴

Ranked Top 15 Barron’s Top 100 RIA Firms¹

Best in Class Ethics NBRI⁹

Jerry He

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About Allworth