Jonathan Gerrard, financial advisor Highland Park IL

Jonathan Gerrard

CRD Number: 6749380
Current Firm: Tlg Advisors, Inc.

Jonathan Gerrard (CRD# 6749380) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Highland Park, IL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
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
Contact Info for Jonathan Gerrard
Phone Number: 303-797-9080
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    1,164
    MILLIONS
  • Total Number of Accounts
    4,271
    ACCOUNTS
  • Average Account Value
    $272,642
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • 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)
  • Other
Types of Clients
Registered States

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, WV, WY

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