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JH

Jerald J. Halverson

CITIZENS PRIVATE WEALTH
CAMAS, WA
Some features on this profile are disabled
CRD#: 2395133
JH

Professional summary

Jerald J Halverson, who also goes by Jay Halverson, Jerald Joseph Halverson, is a registered financial advisor currently at CITIZENS PRIVATE WEALTH located in Camas, Washington.

Jerald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Jerald has worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jay Halverson | Jerald Joseph Halverson

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 Jerald J Halverson'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

May 14, 2026 - Present

CITIZENS PRIVATE WEALTH

RIA
CRD#: 106743
CAMAS, WA
Past

August 14, 2024 - April 23, 2025

LION STREET ADVISORS, LLC

RIA
CRD#: 167610
Bellevue, WA
Past

August 14, 2024 - April 23, 2025

LION STREET FINANCIAL, LLC

BD
CRD#: 165828
AUSTIN, TX
Past

May 30, 2024 - August 1, 2024

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
Bellevue, WA
Past

September 29, 2023 - August 1, 2024

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Bellevue, WA
Past

May 2, 2016 - August 5, 2024

J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

RIA
CRD#: 108559
Bellevue, WA
Past

May 2, 2016 - September 29, 2023

FIRST REPUBLIC SECURITIES COMPANY, LLC

BD
CRD#: 105108
Bellevue, WA
Past

October 27, 2014 - May 27, 2016

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
PORTLAND, OR
Past

June 10, 2014 - May 27, 2016

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
PORTLAND, OR
Past

February 13, 2009 - December 9, 2009

KESTRA INVESTMENT SERVICES, LLC

RIA
CRD#: 42046
SCOTTSDALE, AZ
Past

January 23, 2009 - December 9, 2009

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
SCOTTSDALE, AZ
Past

March 14, 2008 - April 2, 2008

NEW ENGLAND SECURITIES

BD
CRD#: 615
PHOENIX, AZ
Past

September 7, 1993 - September 1, 1998

SENTRA SECURITIES CORPORATION

BD
CRD#: 10249
PHOENIX, AZ

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".
CP
CITIZENS PRIVATE WEALTH
CITIZENS PRIVATE CLIENT | ESTATE PRESERVATION SERVICES, LLC | CLARFELD FINANCIAL ADVISORS, LLC | CLARFELD FINANCIAL ADVISORS INC | CLARFELD | CITIZENS PRIVATE WEALTH

CRD#: 106743 / SEC#: 801-40835

RIA
Registered Investment Advisory firm - (2/20/1992 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
Washington
(5/14/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/4/2014
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 9/8/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/10/2014
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 9/3/1993
Investment Company Products/Variable Contracts Representative Examination

Current Firm

CP
CITIZENS PRIVATE WEALTH
CITIZENS PRIVATE CLIENT | ESTATE PRESERVATION SERVICES, LLC | CLARFELD FINANCIAL ADVISORS, LLC | CLARFELD FINANCIAL ADVISORS INC | CLARFELD | CITIZENS PRIVATE WEALTH

CRD#: 106743 / SEC#: 801-40835

RIA
Registered Investment Advisory firm - (2/20/1992 Approved)
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Contact information

Main Address
520 White Plains Road 3rd Floor, Tarrytown, NY 10591
Mailing Address
Phone number
(914) 846-0100
Established
Firm type
Fiscal year end
# of Employees
200

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART II A (3/31/2025)

Regulatory assets under management

Total Number of Accounts7,846
AUM (Assets Under Management)$ 12,182,945,000

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
01/28/2025
Cover Page
Report
07/28/2023
Cover Page
Report
10/28/2022
Cover Page
Report

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

CITIZENS PRIVATE WEALTH

CRD#: 106743Camas, WA

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