Jonathan Gerrard (CRD# 6749380) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Littleton, CO and has over 6 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Gerrard Advisors LLC | Miami Beach, FL | Jan 2023 - Current | 1 |
The Leaders Group, Inc. | Littleton, CO | Jan 2021 - Current | 3 |
Douglas Gerrard | Miami Beach, FL | Jan 2021 - Jan 2023 | 2 |
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 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2018 |
- IL
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Total Assets Under Management1,621MILLIONS
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Total Number of Accounts7,160ACCOUNTS
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Average Account Value$226,334
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV, WY
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