Investment Advice

WELCOME TO JKR FINANCIAL CONSULTANTS

Founded in 1984, JKR Financial Consultants is a wealth management firm located in the Greater Chicago Area. Through LPL Financial, our advisors oversee $100M+ in assets under management, as of January 2024. Our team works with individuals, families, and businesses throughout the United States.

We serve as our client's Chief Financial Officer and help ensure their financial and retirement goals are pursued responsibly through comprehensive wealth management.




Meet Gerald P. Crews


Gerald Crews is the owner of JKR Financial Consultants. He joined the firm in 2006 and has been in the banking, insurance, and finance industry for over 30 years. Prior to 2006, Gerry was the Executive Vice President at Consumers Credit Union for 20+ years.

Gerry graduated from the University of Notre Dame Human Resource Management School and The University of Wisconsin-Madison Credit Union Management School.

Currently, he is a board member representing The State of Illinois for the United States Selective Service, an elected commissioner for the Gurnee Park District, an active member of the Exchange Club of Gurnee, and a lifetime member of Veterans of Foreign Wars.

Formerly, a board member of Community Trust Credit Union, Chairman and Board Member of the Illinois Chapter of Credit Unions, President and Board Member of The Waukegan City Club.

Gerry is a registered representative with LPL Financial.

SERVICES AT A GLANCE

Investment, Estate, and Retirement Planning

  • Insurance (Life & Long-Term)
  • IRAs (Roth, Traditional, SEP)
  • Mutual Funds, Stocks, ETFs, Bonds
  • College Savings Plan (529s)
  • 401K Plans
  • Annuities




CONTACT US:

PHONE: 847.623.5800
ADDRESS: 1790 Nations Dr.  |  Suite 216  |  Gurnee, IL 60031

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Community Trust Credit Union is not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Community Trust Credit Union and may also be employees of Community Trust Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Community Trust Credit Union.


Securities and insurance offered through LPL or its affiliates are:


Not insured by NCUA or Any Other Government Agency  Not Community Trust Credit Union Guaranteed May Lose Value
Not Community Trust Credit Union Deposits or Obligations

Community Trust Credit Union is not affiliated with JKR or LPL Financial