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JM

Jerry Jasper Mikus Jr

CRD# 1284193·Registered 1984 - 2025
Previously Registered: Being a previously registered professional could mean that Jerry is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Jerry Jasper Mikus JR, who also goes by Jerry Jasper Jr Mikus, was a registered financial advisor. Jerry was a previously registered financial professional and started their career in finance 1984 - 2025. Jerry had worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jerry Jasper Jr Mikus

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

42 years registered in the securities industry

Current & Past Employments

Past

HOLDFAST WEALTH MANAGEMENT, LLCPast·CRD# 168007
RIA
Austin, TX
June 28, 2023 - October 10, 2025
LEGACY PORTFOLIO ADVISORS, LLCPast·CRD# 158458
RIA
Austin, TX
April 4, 2012 - October 1, 2025
NEXT FINANCIAL GROUP, INC.Past·CRD# 46214
RIA
Austin, TX
June 4, 2009 - December 31, 2022
NEXT FINANCIAL GROUP, INC.Past·CRD# 46214
BD
Austin, TX
April 1, 2009 - December 31, 2022
CHOICE INVESTMENTS, INC.Past·CRD# 17665
BD
Austin, TX
July 26, 1996 - April 7, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDPast·CRD# 7691
BD
New York, NY
March 27, 1992 - October 16, 1995
MORGAN STANLEY DW INC.Past·CRD# 7556
BD
Purchase, NY
August 22, 1984 - March 30, 1992

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Current Firm

HW
HOLDFAST WEALTH MANAGEMENT, LLC

HOLDFAST WEALTH MANAGEMENT, LLC | LAW OFFICE OF JOHN DAPPER

CRD#: 168007
Texas
Registered Investment Advisory firm - Texas (6/25/2013 Approved)

Contact Information

Main Address

Austin, TX

Phone Number

(512) 693-8384

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

515

AUM (Assets Under Management)

$82,336,500

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) JERRY J. MIKUS, JR. POSITION: Agent NATURE: Insurance - Pre-Paid Legal INVESTMENT RELATED: Yes; NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2009 ADDRESS: 7000 N. MoPac Expressway, Suite 200, Austin TX 78731 DESCRIPTION: Sell Pre-Paid Legal insurance 2) MIKUS ASSOCIATES POSITION: Owner NATURE: DBA Name INVESTMENT RELATED: No; NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 4 START DATE: 12/31/1983 ADDRESS: 19205 Ganton Crt, Pflugerville TX 78660, United States DESCRIPTION: For Accounting purposes 3) CIRCLE JASPER, INC. POSITION: Owner NATURE: Circle Jasper, Inc. which is a Holding Company. INVESTMENT RELATED: No; NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 07/29/2015 ADDRESS: 19205 Ganton Crt, Pflugerville TX 78660 DESCRIPTION: Holding Company of Mikus Partners, LLC, Legacy Portfolio Advisors LLC and Jerry J. Mikus, Jr. (DBA Mikus Associates) 4) MIKUS PARTNERS, LTD POSITION: General Partner and Partner NATURE: DBA - Family Partnership INVESTMENT RELATED: No; NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 03/11/1996 ADDRESS: 19205 Ganton Court, Pflugerville TX 78660, United States DESCRIPTION: General Partner duties and responsibilities to make decisions for all 5) HOLDFAST WEALTH MANAGEMENT, LLC; INV REL; INVESTMENT ADVISOR REPRESENTATIVE; AUSTIN, TX/ APPROX 25% OF TIME SPENT HERE; START 06/2023.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jan 1995About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Sep 1984About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Aug 1984About the Series 7 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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