Sr. Financial Advisor

Jerry Ayvazyan

8820 Wilshire Blvd Ste 100
Beverly Hills, CA 90211
(310) 887-0120

Hello!

Jerry Ayvazyan has 20 years of experience in the financial services industry helping clients achieve their financial goals by recommending investment products, solutions, and services that are suitable for their individual needs, preferences, and circumstances; providing one-on-one financial guidance and making recommendations consistent with changes in economic and financial conditions as well as the client's needs; and building genuine, long-term relationships based on shared values and goals. He holds a Bachelor of Science degree in Economics and is Series 7, 66 and State Insurance licensed.

How can I help you achieve your goals?

My Specialties
  • Wealth Investment Management
  • Retirement Planning
  • Trusts/Estates/Insurance 
  • Financial Planning

Outside of work, Jerry enjoys exploring the outdoors with family and friends, is a very passionate soccer fan, and on weekends loves to watch English Premier League games.

Our thorough approach to Estate Planning will help secure your lasting legacy.
Estate and Legacy Planning
Look forward to the future.
Individual Retirement Planning
Establish a sound succession plan with peace-of-mind for the future.
Succession Planning
Investment and insurance products are offered through OSAIC INSTITUTIONS, INC., Member FINRA/SIPC. Osaic Institutions and First Bank are not affiliated. Osaic Institutions does insurance business in California as Osaic Institutions Insurance Agency, CA Agency License #OH30186. Products and investment advisory services made available through Osaic Institutions 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. First Bank Wealth Management is a trade name of First Bank, and certain products and services are provided through First Bank, and its affiliates and subsidiaries. Neither Osaic Institutions or First Bank, nor any of their affiliates or financial advisors, provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. Use FINRA’s BrokerCheck to learn about the professional background, certifications, licenses, and any regulatory violations or complaints for any financial advisor.