Jerry Li

Jerry, our Advisor Operations Partner, graduated from Rutgers University with a bachelor’s degree in Finance and brings over twenty years of leadership experience in the financial industry. In his role, he supports business growth, operational oversight, and advisor development.

A firm believer in servant leadership, Jerry was drawn to GDS because of its focus on client relationships and long-term planning. He is committed to supporting both clients and colleagues in his role. We are proud to have him on our team.

Jerry and his wife, Rita, live in North Texas with their three children. A devoted dad, Jerry spends much of his free time supporting his kids and their many activities. From soccer and cheerleading to piano lessons, they certainly keep him busy.