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Kerrick W. Bubb
Kerrick W. BubbKerrick W. Bubb
kerry@kwbwealthmanagers.com
President and Chief Wealth Manager, KWB Wealth Managers Group
LPL Registered Principal

Kerrick (Kerry) is the youngest of three children raised in a military family. Kerry’s father was a chaplain in the United States Air Force (USAF), which afforded the family the opportunity to live in many parts of the country and overseas.

Kerry earned an ROTC scholarship in high school, which he used to attend Grove City College in Grove City, Pennsylvania. After graduating with a BS in Management Engineering, Kerry was commissioned a 2nd Lieutenant in the USAF. During his four years of active duty Kerry was stationed at Keesler Air Force Base in Biloxi, MS, and then at Norton Air Force Base in San Bernardino, CA. In June of 1987 Kerry left the USAF with the rank of Captain. While on military active duty Kerry attended night school and received an MBA from California State University San Bernardino with an emphasis in Marketing. During his service in the military, Kerry became involved in accumulating rental real estate and investing.
In July of 1987, Kerry began his career as a financial consultant in the Inland Empire with the independent Broker-Dealer Royal Alliance (previously under the Sun America umbrella.) In 1996, Kerry left Royal Alliance and joined the independent Broker-Dealer Linsco/Private Ledger, at the same time founding the financial service firm, KWB & Associates, Inc. Wealth Managers Group. Today Kerry’s firm employs a solid team of KWB Wealth Managers and Client Service Specialists. Collectively, the firm manages a third of a billion in assets for thousands of clients.

Kerry and his wife Lisa are long-time residents of Redlands, CA. They have two young children, Quentin and Rachel. Read letters from the President...
Kerrick W. Bubb
Kerrick W. Bubb
kerry@kwbwealthmanagers.com		 J. Jeffrey Marvin J. Jeffrey Marvin
jeff@kwbwealthmanagers.com
Robert J. Bullock

Robert J. Bullock
bob@kwbwealthmanagers.com

 J. Dallas McKinnon J. Dallas McKinnon, CFP®
dallas@kwbwealthmanagers.com
Diana Fryer

Diana L. Fryer
diana@kwbwealthmanagers.com

 



Securities and Insurance Products offered through LPL Financial and it's affiliates, Member FINRA/SIPC
Insurance products offered through Private Ledger Insurance Services of California, Inc.

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May Lose Value
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ Practitioner, which it awards to individuals who successfully complete initial and ongoing certification requirements.
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