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Jeris B. Gaston, CFP®, CRPC®

Financial Advisor / Member Owner

"I take my clients’ financial well-being very personally. My role is to help them be accountable to themselves regarding the steps they need to take to pursue their goals."

205.208.8719 Send Email Download Bio

Jeris has been advising clients since 2007 in areas of wealth accumulation, investment management, and comprehensive financial planning. She has obtained the CERTIFIED FINANCIAL PLANNER™ certification as well as the Chartered Retirement Planning Counselor™ designation. Jeris recognizes the importance of seeing the big picture while helping clients reach their short-term and long-term goals.

Jeris has built her practice while maintaining an active role in the community. She is the past president of the Rotaract Club of Birmingham and the YWCA Junior Board of Directors. She is an active member and past Board member of the Rotary Club of Birmingham and serves on the Rotary International Membership Committee.

Jeris is married to Jordan Gaston and is a mother to twin boys, Graham and Hayes. When she isn’t on the soccer field with the twins or working in her vegetable garden, you can find her trying all the delicious culinary treats Birmingham, Alabama, offers!

Affiliations

  • Rotary Club of Birmingham: 2018 - present
  • Rotary International Membership Growth Committee: 2018 - present
  • Community Foundation of Greater Birmingham Professional Advisor Committee: Chair 2023
  • Rotaract Club of Birmingham: Alumni & Past President 2009 - 2018
  • Birmingham Southern College: Alumni 2005 - present
  • Alabama Leadership Initiative: Class of 2021-2022
  • Leadership UAB: Alumnae 2011
  • Leadership Shelby County: Alumnae 2010

Honors & Awards

  • Outstanding Professional Award, Alabama Association of Fundraising Professionals, 2022
  • Alabama Corporate Leader Award: 2017 YP Summit
  • Birmingham Business Journal's 2017 Top 40 Under 40
  • Charles C. Collat Senior Distinguished Leader Award, Rotaract Club of Birmingham
  • Rotary District 6860 Distinguished Leader Award
  • Best in Minority Business Outstanding Young Professional Award

Education

  • Birmingham-Southern College, 2005
    Bachelor of Arts in History, Distinction in Leadership Studies
  • University of Dublin, Trinity College, 2007
    Masters in Philosophy
  • CERTIFIED FINANCIAL PLANNER™, 2013
  • Chartered Retirement Planning Counselor™, 2012