Jerry J. Mikus
Professional summary
Being a previously registered professional could mean that this person 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.
Jerry Jasper Mikus JR, who also goes by Jerry Jasper Jr Mikus, was a registered financial professional .
Jerry is a previously registered financial professional and started their career in finance in 1984. Jerry had worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 28, 2023 - October 10, 2025
HOLDFAST WEALTH MANAGEMENT, LLC
April 4, 2012 - October 1, 2025
LEGACY PORTFOLIO ADVISORS, LLC
June 4, 2009 - December 31, 2022
NEXT FINANCIAL GROUP, INC.
April 1, 2009 - December 31, 2022
NEXT FINANCIAL GROUP, INC.
July 26, 1996 - April 7, 2009
CHOICE INVESTMENTS, INC.
March 27, 1992 - October 16, 1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 22, 1984 - March 30, 1992
MORGAN STANLEY DW INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
HOLDFAST WEALTH MANAGEMENT, LLC
CRD#: 168007 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 548 |
| AUM (Assets Under Management) | $ 74,823,105 |
Red Flags
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.
