Jonathan GerrardCRD Number: 6749380
Current Firm: Tlg Advisors, Inc.
Jonathan Gerrard (CRD# 6749380) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Littleton, CO and has over 3 years of experience in the finance industry.
Thrivent Advisor Network, LLC
Schaefer Financial Management, Inc.
|The Leaders Group, Inc.||Littleton, CO||Jan 2021 - Current||< 1|
|Douglas Gerrard||Miami Beach, FL||Jan 2021 - Current||< 1|
|Tiaa||Evanston, IL||Jan 2019 - Nov 2020||1|
|Tiaa-cref Individual & Institutional Services, LLC||Evanston, IL||Jan 2019 - Nov 2020||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Rolling Meadows, IL||Dec 2017 - Dec 2018||1|
|Unemployed||Chicago, IL||Oct 2017 - Dec 2017||< 1|
|Penn Mutual Life Insurance Company||Chicago, IL||Oct 2016 - Oct 2017||1|
|Unemployed||Chicago, IL||Aug 2016 - Oct 2016||< 1|
|Emory University||Atlanta, GA||Aug 2012 - Aug 2016||4|
|Seaport Global Securities||New York, NY||Jun 2016 - Jul 2016||< 1|
|Belvedere Trading||Chicago, IL||Jun 2014 - Aug 2015||1|
|Millenium Properties||Chicago, IL||Jun 2013 - Aug 2013||< 1|
|Edgewood Middle School And Highland Park High School||Highland Park, IL||Jan 2008 - Aug 2012||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2018|
Total Assets Under Management1,164MILLIONS
Total Number of Accounts4,271ACCOUNTS
Average Account Value$272,642
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AL, AR, AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NY, OH, OK, PA, RI, SC, TN, TX, UT, VA, WA, WI, WY
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