Financial Planning

Guidance from an experienced local professional.

Donald "DJ" Kerr III, CFP®, CKA®

Financial Advisor | Raymond James Financial Services, Inc.

Helping people align their finances with their story is my passion. Think of me as a guide who will help you make wise financial decisions based on your vision and values.

About me

As a financial guide, I help families concerned about financial sustainability craft an investment roadmap to help navigate financial storms. This allows families to focus on ‘Return on Life’ while we focus on ‘Return on Investment’. Our team strives to accomplish this task by understanding your personal story, providing investment education, and creating a commonsense investment plan by investing in sustainable companies. We start by helping families answer the following questions:  How much is enough? Do I have enough? What do I do next?

I am also passionate about helping you align your investment decisions with your core beliefs so you are confident that your investments not only support your goals, but industries and causes that are dear to you.

I am a CERTIFIED FINANCIAL PLANNERTM (CFP®) practitioner following a fiduciary standard throughout the financial planning engagement. As such, I will place your interests ahead of my own when providing professional services. Additionally, I hold securities licenses Series 7, Series 66, and an Oregon Resident Life and Health Insurance license.

When I’m not at the office, my family and I love spending time in the great outdoors of central Oregon.  We are active in our four children’s sports teams and enjoy the great fellowship of our church community.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Incorporating sustainable investing criteria into the investment selection process may result in investment performance deviating from other investment strategies or broad market benchmarks.

DJ Kerr portrait

Branch: Bend Downtown, Bend South, Redmond South
Phone: 541.749.2248
Toll-Free: 1.800.527.3932, ext. 5448
Fax: 503.273.1796
Email: [email protected]
Social: LinkedIn


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Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by credit union insurance, the NCUA, or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. OnPoint Community Credit Union and OnPoint Wealth Management & Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

You can review the background of Raymond James and each OnPoint registered investment professional on FINRA’s BrokerCheck.

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