Gerald Ask, financial advisor Cedar Rapids IA
96 score

Gerald Ask

CRD Number: 1195468
Current Firm: Raymond James Financial Services Advisors, Inc.

Gerald Ask (CRD# 1195468) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Cedar Rapids, IA and has over 33 years of experience in the finance industry. Gerald Ask has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Insurance-non Variable Cedar Rapids, IA Nov 2012 - Current 4
Jerry Ask Real Estate Investments Cedar Rapids, IA Jun 2011 - Current 5
Raymond James Financial Services Cedar Rapids, IA Mar 2011 - Current 5
Raymond James Financial Services Advisors, Inc. Cedar Rapids, IA Jan 2011 - Current 5
Jerry K Ask Investment Services Cedar Rapids, IA Nov 1993 - Current 23
Princor Financial Services Corporation Cedar Rapids, IA May 1998 - Mar 2011 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1983
Contact Info for Gerald K. Ask
Phone Number: 727-567-5877
Registered State(s):
  • IA
  • TX
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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