RJ
Robert S. Jersey
NAPERVILLE, IL 60563
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CRD#: 1592359
RJ
Robert Stanton Jersey
Professional summary
Robert Stanton Jersey, who also goes by Bob Jersey, was a registered financial advisor .
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Robert had worked at 8 firms and has passed the Series 66, Series 63, Series 52TO, Series 57TO, Series 99TO, Series 79TO, SIE, Series 7, Series 24, Series 53, Series 10 and Series 9 exams.
Aliases
Bob Jersey
Other business activities
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.
Mr. Jersey is the founder, President & CEO of Gar Wood Securities LLC (GWS), a registered broker-dealer. We are not affiliated with GWS. Our business is limited to providing model portfolios and similar advisory services. We do not direct trades to any broker. We generally do not refer clients to other brokers or advisers, including without limitation GWS, however if requested by a client to provide recommendations or referrals to brokers, we may do so, including to GWS. We do not receive any direct payment, commission, or referral payment from any broker, including GWS, for such referrals. Because some of our principals are also principals of GWS, they may receive indirect compensation from GWS as the result of a client using GWS services. However, all decisions as to which brokerage to use ultimately belong to the client. Clients are not required to use GWS for any services to receive our services or be our client. We do lease some office space from GWS. This lease is not conditioned on any other business or referral relationship. The rent is fixed and due monthly. We have determined to limit conflicts with respect to this relationship by refraining from referring clients to GWS and to engage in a fixed lease not subject to changes based upon any other business relationship. Any compensation or income made by Mr. Jersey with respect to his work with GWAM is unrelated and not contingent upon, any relationship or work for GWS. As GWAM has not made any money, until such time as it begins to produce revenue, GWS will be the primary provider of income and compensation to Mr. Jersey.
CRS (Client Relationship Summary) - BD
Click below to view Robert Stanton Jersey's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 13, 2026 - Present
Office #1: 1250 East Diehl Road, Suite 115, Naperville, IL 60563
NAPERVILLE, IL
Current
February 16, 2006 - Present
GAR WOOD SECURITIES, LLC
Office #1: 1250 East Diehl Road Suite 115, Naperville, IL 60563Office #2: 1250 East Diehl Road Suite 115, Naperville, IL 60563BD
CRD#: 138033
NAPERVILLE, IL
Past
August 17, 2005 - June 13, 2006
SPIKE FINANCIAL SERVICES, LLC
BD
CRD#: 112193
CHICAGO, IL
Past
November 1, 2004 - August 16, 2005
INSIGHT SECURITIES, INC.
BD
CRD#: 5611
HIGHLAND PARK, IL
Past
February 13, 2004 - June 28, 2004
PREFERREDTRADE, INC.
BD
CRD#: 10993
SAN FRANCISCO, CA
Past
January 27, 1998 - October 17, 2003
ABN AMRO INCORPORATED
BD
CRD#: 15776
STAMFORD, CT
Past
October 23, 1995 - January 10, 1997
MONTGOMERY SECURITIES
BD
CRD#: 4357
SAN FRANCISCO, CA
Past
April 13, 1993 - October 2, 1995
THE CHICAGO CORPORATION
BD
CRD#: 1449
CHICAGO, IL
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Illinois(2/17/2006)
IAR
Illinois(7/13/2026)
RR
Nevada(1/17/2024)
RR
Washington(3/19/2026)
Exams
What does exam status mean?
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Passed: 9/25/2025
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 57TO
Passed: 1/2/2023
Securities Trader ExamGeneral Industry/Product Exam
RR
Series 99TO
Passed: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
RR
Series 79TO
Passed: 1/2/2023
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 10
Passed: 4/8/2002
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Passed: 2/11/2002
General Securities Sales Supervisor - Options Module Examination
SRO Registrations
RR
FINRA
Current Firm
GW
GAR WOOD SECURITIES, LLC
GAR WOOD SECURITIES, LLC
CRD#: 138033 / SEC#: , 8-67143
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information
Main Address
1250 East Diehl Road Suite 115, Naperville, IL 60563
Mailing Address
1250 East Diehl Road Suite 115, Naperville, IL 60563
Phone number
(312) 566-0741
Established
Delaware since 02/20/2004
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (52 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| GERECKE, DENNIS ROBERT | CLASS A MEMBER, EVP, COO, ROSFP | 1856554 |
| JERSEY, ROBERT STANTON | CEO, CLASS A MEMBER, SOLE MGR. | 1592359 |
| ROETTGER, ANDREW | CLASS B MEMBER | 7427489 |
| JERSEY, RICHARD ANDREW | CLASS B MEMBER | 8002945 |
| DEGOOD, BRET ANTHONY | CHIEF FINANCIAL OFFICER | 7967462 |
| GANTAR, CRAIG MICHAEL | CLASS B MEMBER, SVP, SALES MANAGER | 3238628 |
| GOUWENS, SHERRY LEE | CLASS B MEMBER , CHIEF ADMINISTRATIVE OFFICER | 4458617 |
| JERSEY, ROBERT COLEMAN | CLASS B MEMBER, SVP - SENIOR RELATIONSHIP MGR | 5870086 |
| TATTAS, MICHAEL CARL | CLASS B MEMBER, CHIEF COMPLIANCE OFFICER | 4386824 |
Disclosures
| Regulatory Event | 3 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
