Jonathan Gerrard is a registered investment advisor, based in Summit, NJ, with 8 years of industry experience.
Location
475 Springfield Ave, Summit, NJ, 07901
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jonathan provides administrative and operational support for life insurance and pension plan cases at Gerrard Advisors LLC, dedicating full-time hours to this role. He is also an IAR Rep with TLG Advisors, Inc., but spends no time on this activity.
Employment History
Current Registrations
Tlg Advisors, INC.
The Leaders Group, INC.Broker
Previous Registrations
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 states
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