Jerad Rosendahl, CRC
Senior Wealth Advisor
Jerad Rosendahl is a Senior Wealth Advisor with First Commonwealth Advisors. As an experienced professional, Jerad works closely with his clients to protect their assets and financial futures by offering relevant and unique advice in helping them meet their goals. There is an array of important decisions to make during retirement planning, and Jerad is particularly experienced in assisting those who are at or approaching retirement age. He especially enjoys helping clients choose personal insurance options that will help to support their long- and short-term financial goals and objectives.
In addition to personal planning services, Jerad works with many non-profit organizations to provide guidance for their 403(b) and 457 plans.
A fully licensed insurance professional, Jerad also holds FINRA Series 7 and 66 securities licenses and was awarded his CRC designation which demonstrates his mastery of the subject matter and his commitment to the retirement planning profession.
Jerad attended the University of Pittsburgh - Bradford, earning his Bachelor of Arts degree in Public Relations.
Jerad is currently president of the Advisory board for the Salvation Army Corp in DuBois. He is also a member of the Dubois Rotary and serves on the Dubois Free Medical Clinic board. In his free time, Jerad enjoys golf, fishing and barbeques. Jerad and his wife, Jodi, are the proud parents of three children - Addison, Brady, and Reese.
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC.
Infinex and First Commonwealth Bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.