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Jerry He

Financial Advisor

Designations: CFP®

  408-404-0009

  Campbell, CA

With prior experience specializing in High Net Worth (HNW) clients at a nationally recognized wealth management firm, Certified Financial Planner™ professional Jerry He is an advisor in our Campbell 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. His favorite quote is “Do not let making a living prevent you from making a life” by John Wooden.

Education and Certifications

Who I work with

What guides my approach

With prior experience specializing in High Net Worth (HNW) clients at a nationally recognized wealth management firm, Certified Financial Planner™ professional Jerry He is an advisor in our Campbell 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. His favorite quote is “Do not let making a living prevent you from making a life” by John Wooden.

More About Jerry:

  • I learned many “kid” things as an adult such as longboarding, paddleboarding, and tennis.
  • If I could only eat 1 food, it’s almond butter. My pantry is always stocked with it.
  • I’ve camped in 11 states and hope to do all of the lower 48 eventually.

About Allworth

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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% of Clients Stay With Us2

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30 Years in Business

$22.5 billion AUM4

Best in Class Ethics

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