Gregory E. Jerke
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.
Gregory Emil Jerke, AIF®, who also goes by Greg Jerke, was a registered financial professional .
Gregory is a previously registered financial professional and started their career in finance in 1991. Gregory had worked at 6 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 25, 2024 - October 9, 2024
OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.
August 5, 2010 - January 24, 2024
SPC
January 3, 2008 - January 24, 2024
SIGMA FINANCIAL CORPORATION
August 1, 2005 - December 31, 2007
HARBOUR INVESTMENTS, INC.
July 1, 2002 - August 2, 2005
THRIVENT INVESTMENT MANAGEMENT INC.
July 18, 1991 - July 1, 2002
LUTHERAN BROTHERHOOD SECURITIES CORP.
Primary Firm SEC Registration
OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.
CRD#: 312989 / SEC#: 801-120957
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
OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.
CRD#: 312989 / SEC#: 801-120957
Contact information
SEC notice filing (21 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,606 |
| AUM (Assets Under Management) | $ 607,147,202 |
Red Flags
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