Jerry Ballan 2018-07-05T10:46:50+00:00

Project Description

Jerry Ballan

Financial Advisor

 Year Joined Shields & Company: 2002

Current:
Jerry is a Financial Advisor and works with individual investors and families.

Previous Experience/Career Highlights:
Prior to joining Shields & Co, the predecessor firm to Wellington Shields & Co., Jerry spent many years in institutional research and sales, as well as managing accounts for individual investors. He was Shearson Hamill’s Director of their Investment Management division and the Senior Portfolio Manager of its Mutual Fund Group.

Education and Certifications:

  • New York University – BS, Accounting and Finance

Other Interests and/or Affiliations:
Jerry enjoys international travel, and Cape Cod as a favored domestic destination. He is interested in culture and politics and is a member of The Yale Club.

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