John Gerst
John Gerst is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Santa Fe, NM, with 39 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
Firm Size
IM Fee
Assets Under Management
Location
324 Paseo De Peralta, Suite A, Santa Fe, NM, 87501
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is the treasurer of the Rotary Club Santa Fe Centro, dedicating a few hours per week to accounting and reporting. He also works at White & Luff Financial, Inc. as an associate/employee, spending about half his time consulting with clients and making investment recommendations.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
UBS Financial Services INC.
UBS Financial Services INC.Broker
Edward D. Jones & CO., L.P.Broker
Malone & Associates, INC.Broker
State Registrations35 states
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