ABOUT
Our Company Values
For those who are seeking financial advice, we realize the available options are many and deciding who to work with is challenging. Listed below are TrueNorth's values which should give you a better understanding of how we operate.
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People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First is a priority statement that places people and relationships ahead of financial matters.
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Integrity Matters – We believe that integrity and truth are paramount. We believe we need to conduct our business in such a manner that we are “above reproach". We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
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Communication Matters – We believe that communication with our clients builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our clients deserve the type of communication that is frequent, timely, truthful, & relevant.
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Customer Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)
Jesus Jamarillo, LUTCF
Financial Advisor
Jesus A. Jaramillo, LUTCF is an independent financial advisor and has a personal practice, Premier Financial Group focused on retirement planning, wealth management, asset protection, and debt elimination. His personal practice is based in Phoenix AZ where he helps pre-retirees and retirees plan a successful retirement plan so that they do not run out of money in their retirement years.
Jesus specializes in educating clients on how to take control of their future IRA tax liability, creating an income for life, and leveraging the tax code to maximize their children’s, grandchildren’s, heirs’ inheritance, or legacy planning. Jesus works closely with a team of CPAs and Estate Planning Attorneys to implement a holistic financial plan for his clients. Jesus currently holds a Series 6, Series 7, Series 63, Series 66 and a Series 26 securities licenses, as well as both Life & Health and Property & Casualty licenses.
Jesus started his career in the financial services industry in 2005. Prior to entering the financial services industry, he owned and operated his own business; Popular Refreshments, Inc. from 1984 to 2006. Jesus began his financial services career as an agent for with Prudential Financial. In 2007 he was promoted to Manager, Financial Services. He them joined Principal Financial Group in January 2010 as Development Director. In 2013 he was named Agency Manager in AZ for Western & Southern Financial Group. He has been an independent agent since 2015.
Jesus has been an active board member of several non-profit organizations including Grand Canyon Suppliers Development Council, the Hispanic Business Leadership Council, and the Greater Phoenix Chamber of Commerce. Jesus has also volunteered with United Cerebral Palsy on the development committee and is a member of the Better Business Bureau. Jesus believes that taking an active role with local organizations, is a way of giving back to our community.
Jesus and his wife Terry have one son A.J. who graduated from Grand Canyon University. In his free time, Jesus enjoys playing music with his band, playing basketball and spending time with his family.
Plan For Your Future
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.