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GF

Gerald A. Fegler

CONTANGO WEALTH MANAGEMENT
OAKLAND, CA 94612
Some features on this profile are disabled
CRD#: 2230020
GF

Professional summary

Gerald Alexander Fegler, who also goes by Jerry Fegler, is a registered financial advisor currently at CONTANGO WEALTH MANAGEMENT LLC located in Oakland, California.

Gerald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Gerald has worked at 8 firms and has passed the Series 63, Series 65, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jerry Fegler

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gerald Alexander Fegler's CRS (Customer Relationship Summary).
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®
None

Experience

Current

November 20, 2025 - Present

CONTANGO WEALTH MANAGEMENT LLC

Office #1: 1901 Harrison Street Suite 1176, Oakland, CA 94612
RIA
CRD#: 337757
OAKLAND, CA
Past

January 6, 2022 - December 31, 2025

MARIN WEALTH ADVISORS LLC

RIA
CRD#: 123237
NOVATO, CA
Past

May 13, 2016 - December 31, 2021

MARIN WEALTH ADVISORS LLC

RIA
CRD#: 123237
SAN RAFAEL, CA
Past

March 29, 2012 - March 26, 2015

ZIONS DIRECT, INC.

BD
CRD#: 17776
SAN FRANCISCO, CA
Past

February 13, 2012 - March 26, 2015

ZIONS CAPITAL ADVISORS, INC.

RIA
CRD#: 131308
SAN FRANCISCO, CA
Past

April 18, 2008 - May 4, 2009

ALLSPRING FUNDS MANAGEMENT, LLC

RIA
CRD#: 110841
SAN FRANCISCO, CA
Past

April 9, 2007 - May 4, 2009

ALLSPRING FUNDS DISTRIBUTOR, LLC

BD
CRD#: 133366
CHARLOTTE, NC
Past

January 17, 1995 - January 5, 2001

WELLS FARGO SECURITIES INC.

BD
CRD#: 17438
SAN FRANCISCO, CA
Past

August 25, 1992 - April 14, 1993

COLORADO NATIONAL BROKERAGE, INC.

BD
CRD#: 17493

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CW
CONTANGO WEALTH MANAGEMENT LLC
CONTANGO WEALTH MANAGEMENT LLC

CRD#: 337757 / SEC#: 801-134226

RIA
Registered Investment Advisory firm - (8/26/2025 Approved)

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.

Highlighted states indicate IAR registrations

IAR
California
(11/20/2025)
IAR
Washington
(11/20/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 6/5/2012
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 2/10/2012
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 4/17/2008
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 3/26/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/6/2007
General Securities Representative Examination

Current Firm

CW
CONTANGO WEALTH MANAGEMENT LLC
CONTANGO WEALTH MANAGEMENT LLC

CRD#: 337757 / SEC#: 801-134226

RIA
Registered Investment Advisory firm - (8/26/2025 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1901 Harrison Street Suite 1176, Oakland, CA 94612
Mailing Address
Phone number
(415) 794-1622
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - CONTANGO WEALTH MANAGEMENT LLC (2/18/2026)

Regulatory assets under management

Total Number of Accounts260
AUM (Assets Under Management)$ 122,757,483

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.

Company Information

CONTANGO WEALTH MANAGEMENT LLC

CRD#: 337757Oakland, CA 94612

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