Jerad Rosendahl, CRC
Jerad Rosendahl brings over a decade of experience in investment management, banking, wealth advisement and trust/estate administration to his current role as a Senior Financial Advisor with First Commonwealth Advisors®.
As a Senior Wealth Advisor, Jerad works closely with both high net worth individuals and institutions to provide comprehensive wealth management services, including investment management and asset allocation; tax planning; trust service; estate planning, including charitable gifting strategies; customized banking services; insurance analysis; and cash flow and retirement projections.
A fully licensed insurance professional, Jerad also holds FINRA Series 7 and 66 securities licenses and has attained the Certified Financial Planner, Chartered Financial Consultant and CRC designations, which demonstrates his commitment to the financial planning profession. Jerad serves on the Salvation Army Corp Advisory Board in DuBois. He is president of the DuBois Rotary and serves on the Finance Committee for the DuBois Free Medical Clinic.
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.