Jerold Wayne Gilbert
Professional Summary
Jerold Wayne Gilbert was a registered financial advisor. Jerold was a previously registered financial professional and started their career in finance 1994 - 2009. Jerold had worked at 5 firms and has passed the Series 63, Series 6 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
No current employment
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Disclosures on record.
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Years of Experience
32 years in the financial services industry
Current & Past Employments
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Current Firm
CENTERSTONE FINANCIAL SECURITIES CORP. | PRISM FINANCIAL SECURITIES CORP. | INTERLINK SECURITIES CORP. | CENTRESTONE FINANCIAL SECURITIES CORP.
Contact Information
Established
California since 05/28/1992Firm Type
CorporationFiscal Year End
MarchDocuments
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| MARSH PRIVATE CLIENT LIFE INSURANCE SERVICES | 100% OWNER | — |
| BLACKMORE, KIMBERLY LYNN | FINANCIAL AND OPERATIONS PRINCIPAL | 2219307 |
| BUCHANAN, KELLEY LYN | DIRECTOR | 5580999 |
| GIGLIOTTI, JOSEPH PETER | VICE PRESIDENT | 5594386 |
| HAPPE, MARK JONATHAN | CHIEF COMPLIANCE OFFICER | 2791955 |
| LEHAN, LAWRENCE | SECRETARY | — |
| MCGINNIS, ROBERT LAWRENCE | DIRECTOR | 4650290 |
| ORDONEZ, LUIS GREGORY | PRESIDENT | 2965219 |
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Dec 1993About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed May 1995About the Series 26 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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