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Address:

1525 Valley Center Parkway, Suite 100
Bethlehem , PA 18017

Phone:

610-606-0530

Gerald J. Miletics, Jr.

Gerald J. Miletics, Jr.

Senior Partner

Jerry started his career with AXA Advisors shortly after graduating from the Pennsylvania State University in 1998.  He works with individuals and families to help bring peace of mind through sound insurance and investment advice.  Jerry is a retirement benefits specialist in tax sheltered plans and he services the retirement planning needs of nonprofit organizations, educators, business professionals, hospitals and government employees. He has built a strong planning practice based on listening and putting his clients’ needs first.  His goal is to provide his clients with the best service possible.

 

Through his extensive education, licensing, and experience, Jerry utilizes many strategies and financial products for his clients including, but not limited to, managed accounts, mutual funds, individual securities, annuities, and life insurance.  His skills have earned him the respect of his industry peers and clientele. 

 

Since he started his career with AXA Advisors, Jerry has achieved several industry and company specific awards.  AXA has recognized him for achieving the annual production milestones of National Leaders Corps (NLC), Centurion, and the Circle of Excellence.  He also has qualified for the career milestone of Hallmark I and in 2013, Jerry was inducted into AXA’s Hall of Fame. 

 

Jerry served as a Divisional Vice President of AXA Advisors from 2006 until 2013.  During that time, Jerry was charged with recruiting, training, and developing new associates into successful financial professionals.  While doing so, he achieved national awards and recognition for his accomplishments including the Developing Management Group award the Platinum Management Group award. 

 

In 2014, Jerry decided to step down in his role as Divisional Vice President to dedicate more time to his financial planning practice and his family. 

 

As Jerry’s practice continued to evolve, in 2016, he decided to align his practice with other AXA financial professionals, by joining The Rockland Group - Wealth Managment.  This move has allowed for a culmination of knowledge and expertise in order to provide more resources for clients as their financial planning needs continue to become more complex.   

 

A large part of Jerry’s practice has been and continues to be working with public school educators.  He supports professional organizations such as Pennsylvania Association of School Business Officials (PASBO), the Pennsylvania Association of Career and Technical Administrators (PACTA), and the Pennsylvania Association of School Personnel Administrators (PASPA).  Jerry is also a life member of the Penn State Alumni Association. 

 

Jerry resides in Northampton, PA, with his wife Heather and his three children Trey, Ava, and Grady.  


Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

The Rockland Group Wealth Management is not owned or operated by AXA Advisors, LLC or its affiliates.

Phone 610-606-0535
Fax 610-606-0575
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck