GA
CFP
GA
CFP

Gerald Ask

42 Years of Experience
Cedar Rapids, IA
Broker

Gerald Ask is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Cedar Rapids, IA, with 42 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

4800 North River Boulevard Ne, Suite 100, Cedar Rapids, IA, 52411

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Gerald owns 100% of Jerry Ask Real Estate Investments and oversees one employee who manages the properties, dedicating a few hours per week to this. Gerald is also the owner of jerry k ask investment services, dedicating about half of his time to this support company.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2011 - Present · 15 yrs 2 mos
Raymond James Financial Services, INC.Broker
March 2011 - Present · 15 yrs 2 mos
Previous Registrations
Princor Financial Services Corporation
February 2009 - March 2011 · 2 yrs 1 mo
Princor Financial Services CorporationBroker
May 1998 - March 2011 · 12 yrs 10 mos
Walnut Street Securities, INC.Broker
April 1998 - May 1998 · 1 mo
Aegon USA Securities INC.Broker
November 1993 - April 1998 · 4 yrs 5 mos
Securities Corporation of IowaBroker
October 1983 - November 1993 · 10 yrs 1 mo
State Registrations37 states
AKALARAZCACOFLGAHIIAILINKSKYMAMDMIMNMONCNENHNMNVNYOHOKRISCSDTNTXUTVAWAWIWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Gerald Ask - Financial Advisor | TrueAdvisor