Summary
Overview
Work History
Education
Skills
Certification
Timeline
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John Usry III

North Hollywood

Summary

Dynamic Financial Advisor with a proven track record at 506WEST Wealth Strategies, adept at crafting investment strategies that enhance client portfolios. Skilled in client relationship management and ethical judgment, I excel in aligning financial goals with tailored solutions, ensuring optimal asset allocation and tax-advantaged opportunities for sustained growth.

Overview

22
22
years of professional experience
1
1
Certification

Work History

Financial Advisor

506WEST Wealth Strategies and Insurance Solutions
Glendale
09.2022 - Current
  • Developed asset allocation models that maximized returns and minimized risks.
  • Maintained regular communication with clients through phone, email, and video conferencing.
  • Monitored client portfolios to align investments with established goals and objectives.
  • Advised clients on tax-advantaged investment opportunities for enhanced financial growth.

Benefits Consultant

Aflac
Sherman Oaks
12.2003 - 09.2022
  • Assisted in the development of new benefit programs to meet organizational objectives.
  • Ensured accuracy of data entry into payroll system related to deductions for insurance premiums.
  • Participated in open enrollment meetings with employees to discuss available options.
  • Developed and implemented employee benefit plans, policies, and procedures.
  • Researched industry trends related to employee benefits.
  • Provided guidance to employees regarding their benefits package.

Education

Bachelor of Arts - Project Management

University of Maine Presque Isle
Presque Isle, ME
01-2025

Wealth Mangangement

American College of Education
Indianapolis, IN
10-2024

Marketing/Jazz Performance

Virgina Commonwealth University
Richmond, VA

Skills

  • Project management
  • Investment strategies
  • Client relationship management
  • Problem solving
  • Ethical judgment
  • Risk assessment
  • Insurance decisions
  • Tax planning
  • Financial services
  • Networking strategies
  • Business development
  • Pipeline management
  • Relationship building and management
  • Retirement needs
  • Financial advising
  • Equity research
  • Portfolio construction
  • Employee benefits consulting
  • Investment management

Certification

  • Series 7
  • Series 66
  • Series 63
  • SIE
  • WMCP

Timeline

Financial Advisor

506WEST Wealth Strategies and Insurance Solutions
09.2022 - Current

Benefits Consultant

Aflac
12.2003 - 09.2022

Bachelor of Arts - Project Management

University of Maine Presque Isle

Wealth Mangangement

American College of Education

Marketing/Jazz Performance

Virgina Commonwealth University

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John Usry III