About Jerell

With a career spanning since 2006, Jerell has specialized in working with high and ultra-high net worth individuals and families, covering areas from capital markets to portfolio construction, asset allocation strategies and now, investment migration. He upholds the highest standards of integrity, transparency, and accountability, taking a proactive approach in educating clients and tailoring personalized global mobility plans designed to meet their goals.

Before joining Holborn Pass, Jerell was a Private Client Advisor at a global migration consultancy firm. Prior to that, he was an Associate Director at First Republic Private Wealth Management in Los Angeles, California. In that capacity, he provided strategic financial advice to clients, successfully identifying, qualifying, and converting over $16 million in newly signed relationships in under one year.

Prior to First Republic, Jerell was a Vice President at Citi Private Bank within their prestigious Law Firm Group. There, he was part of a specialized global team dedicated to serving and providing a range of customized financial solutions to prestigious clientele, including 95% of the U.S. Am-Law 200 firms.

Earlier in his career, Jerell spent over a decade at Churchill Management Group, reaching the position of Vice President and managing a portfolio totaling over $355 million in AUM.

Outside of his financial expertise, Jerell volunteers his time for the 10 Million Names Project, an organization launched by American Ancestors. Jerell also has a passion for exploring remote geo coordinates worldwide, with a particular affinity for tropical climates and historically significant places.

Qualifications

• Bachelor of Arts (B.A.), Psychology
• Series 65 – Uniform Investment Adviser Law Exam
• Named 2015 Los Angeles Magazine Five Star Wealth Manager