Jaroslaw “Jerry” Rzepka

As a Private Wealth Associate, Jerry supports both the operational and client service functions of the team. In his role, Jerry assists with opening new accounts, processing requests, and ensuring accounts are accurately maintained. He reviews daily account activity, helps prepare materials for client meetings, and supports the team through strong organization and efficient workflow, helping ensure a seamless experience for clients behind the scenes.

Prior to joining The Lerner Group, Jerry worked as a Paraplanner and Financial Planner, focusing on financial planning analysis and client support. He earned his bachelor’s degree in finance from Loyola University and is currently pursuing a Master of Science in Finance at DePaul University, with an expected graduation in June 2026. Jerry is also working toward the CFA designation.

Outside of the office, Jerry enjoys staying active by training in mixed martial arts, traveling, and hiking in national parks. He also enjoys trying new restaurants, spending time with friends and family, and following financial markets.

What does legacy mean to you?

For Jerry, “legacy means building and preserving wealth in a way that reflects what matters most to each client while supporting future generations.”