Gerard Asset Management, LLC

Gerard Asset Management, LLC (CRD# 116191) is a financial advisory firm headquartered in Lower Waterford, VT. They manage $8,570,254 in 45 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
P.o. Box 109, Lower Waterford, VT 05848
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    45
    ACCOUNTS
  • Average Account Value
    $190,450
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

VT

Financial Advisors at Gerard Asset Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Gerard Jones, financial advisor Waterford VT
Gerard Jones
CRD#: 4488124
Waterford, VT

Gerard Jones (CRD# 4488124) is an Investment Advisor Representative working at Gerard Asset Management, LLC in Waterford, VT and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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