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Jerry Choate

The Choate Agency

Birmingham, AL

Jerry Choate

The Choate Agency

Agency Director

(205) 846-0611

team@choateagencyinc.com

Birmingham, AL

Mr. Choate has more than 30 years of experience in corporate finance and insurance as a business founder, investment banker, insurance agency owner and agent, and strategic advisor for various public and private companies, individuals, families, and small business owners. He serves as an Agency Owner at The Choate Agency, a national insurance agency specializing in specialized solutions for mortgage protection, retirement income solutions, and various other niches including Debt Free Life. He also served as founder of Think Capital Advisors, a privately held specialty, global advisory firm that combines growth strategy and corporate finance to drive shareholder value. During his tenure, Think Capital Advisors successfully assisted early-stage companies to profitability and participated in over $1 billion of corporate finance advisory. Mr. Choate also served as Managing Director at MidSouth Capital, a boutique investment banking firm. One of his clients at MidSouth eventually sold to GE Healthcare for $587 million. Jerry’s Partners have put in 10s of billions of protections for their clients, from mortgage protection, final expense, and other niches including Debt Free Life.

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jerrychoate@me.com

SFG0013742

(205) 846-0611

8VNwRd3yjv5VktYm0mU2

Contact

SJB Financial Group

Stephen J. Brenes

310) 880-1170

contact@symmetrysoutherncalifornia.com

Committed to protecting your life's journey.