Who we are
Jerry Glasser Founder of Guardian Path Wealth Management
Graduating in 2014 with a focus in finance and a minor in accounting Jerry has since then been focused on working in the financial field. He has worked in the insurance and banking industries and then became an advisor in 2019 after moving to Pennsylvania.
As a child, my grandfather put a small amount of money into investment accounts for myself and my siblings. As I watched my account grow, I developed a passion for investment planning. Combining my devotion for investments and helping people, I pursued a career as a financial advisor, so that I can truly make a difference in my clients lives.
I work with people of all ages and income levels, dealing with things as simple as cashflow/budgeting all the way to developing complex detailed financial plans. I do my best to help improve the community through my financial advice as I sit on boards throughout various local organizations. It all stems from my purpose and vision statement: "To be a resource to my clients and community and offer financial services of the highest caliber, honesty and integrity."
Jerry is licensed in multiple states across the country holds the AIF®, Accredited Investment Fiduciary® designation and lives in Elkins Park with his wife and 4 children.