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JN

Jeremy H. Nattis

GAR WOOD SECURITIES
Parkland, FL
Some features on this profile are disabled
CRD#: 2475628
JN

Professional summary


Jeremy Heath Nattis, who also goes by Jamie Nattis, is a registered financial professional currently at GAR WOOD SECURITIES, LLC located in Parkland, Florida.

Jeremy is registered as a RR (Registered Representative) and started their career in finance in 1998. Jeremy has worked at 8 firms and has passed the Series 63, Series 57TO, SIE, Series 55, Series 7, Series 24 and Series 4 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jamie Nattis

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) - BD


Click below to view Jeremy Heath Nattis'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 6, 2016 - Present

GAR WOOD SECURITIES, LLC

BD
CRD#: 138033
Parkland, FL
Past

November 25, 2009 - June 3, 2016

TRANSCEND CAPITAL

BD
CRD#: 104483
CORAL SPRINGS, FL
Past

April 6, 2009 - December 11, 2009

LIGHTHOUSE FINANCIAL GROUP, LLC

BD
CRD#: 103734
NEW YORK, NY
Past

August 16, 2005 - March 24, 2009

SCHONFELD SECURITIES, LLC

BD
CRD#: 23304
NEW YORK, NY
Past

March 3, 2003 - August 24, 2005

FIS BROKERAGE & SECURITIES SERVICES LLC

BD
CRD#: 104162
BOLINGBROOK, IL
Past

July 10, 2002 - March 3, 2003

RUMSON CAPITAL, LLC

BD
CRD#: 33848
MONTEBELLO, NY
Past

April 29, 2002 - July 1, 2002

FULCRUM GLOBAL PARTNERS LLC

BD
CRD#: 104455
NEW YORK, NY
Past

December 5, 2001 - May 1, 2002

RUMSON CAPITAL, LLC

BD
CRD#: 33848
MONTEBELLO, NY
Past

August 8, 2001 - October 11, 2001

RUMSON CAPITAL, LLC

BD
CRD#: 33848
MONTEBELLO, NY
Past

April 7, 2000 - June 25, 2001

RUMSON CAPITAL, LLC

BD
CRD#: 33848
MONTEBELLO, NY
Past

August 5, 1998 - April 3, 2000

NEUBERGER BERMAN BD LLC

BD
CRD#: 2908
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
California
(1/12/2024)
RR
Colorado
(10/11/2016)
RR
Connecticut
(5/20/2020)
RR
Florida
(5/6/2016)
RR
Georgia
(5/6/2016)
RR
Maryland
(5/6/2016)
RR
Michigan
(6/3/2016)
RR
New Jersey
(5/6/2016)
RR
New York
(5/6/2016)
RR
South Carolina
(1/20/2017)

Exams


State Security Law Exam
RR
Series 63
Date: 9/8/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 6/26/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/11/2003
General Securities Principal Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


GW
GAR WOOD SECURITIES, LLC
GAR WOOD SECURITIES, LLC | TOLEDOTRADE

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)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
GERECKE, DENNIS ROBERTCLASS A MEMBER, EVP, COO, ROSFP1856554
JERSEY, ROBERT STANTONCEO, CLASS A MEMBER, SOLE MGR.1592359
ROETTGER, ANDREWCLASS B MEMBER7427489
JERSEY, RICHARD ANDREWCLASS B MEMBER8002945
DOOLEY, BRADFORD ROUTSIDE FINOP, PRIMARY FINANCIAL OFFICER, PRIMARY OPERATIONS OFFICER4308078
GANTAR, CRAIG MICHAELCLASS B MEMBER, SVP, SALES MANAGER3238628
GOUWENS, SHERRY LEECLASS B MEMBER , CHIEF ADMINISTRATIVE OFFICER4458617
JERSEY, ROBERT COLEMANCLASS B MEMBER, SVP - SENIOR RELATIONSHIP MGR5870086
TATTAS, MICHAEL CARLCLASS B MEMBER, CHIEF COMPLIANCE OFFICER4386824

Disclosures


Regulatory Event3

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


GAR WOOD SECURITIES, LLC

CRD#: 138033Parkland, FL

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