GU
Gerald L. Ursrey
KESTRA PRIVATE WEALTH SERVICES
Ponte Vedra Beach, FL 32082
Some features on this profile are disabled
CRD#: 2554203
GU
Professional summary
Gerald Lyman Ursrey, who also goes by Jerry Ursrey, is a registered financial advisor currently at KESTRA PRIVATE WEALTH SERVICES, LLC located in Ponte Vedra Beach, Florida and KESTRA INVESTMENT SERVICES, LLC located in Ponte Vedra Beach, Florida.
Gerald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Gerald has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jerry Ursrey
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.
1.) PINNACLE IFS - 12/1/2005 - 7791 Belfort Pkwy Jacksonville FL 32245 - Agent, I sell life insurance, DI, long term care, fixed indexed annuities, variable annuities, fixed annuities and mutual funds, insurance business, Not Invt Rel, 160 hrs/mo; 80 hrs/mo (during trading hours). 2.) THE URSREY COMPANIES LLC - 1/1/2005 - 93 Players Club Villas Ponte Vedra Beach FL 32082 - I am the Managing Partner of The Ursrey Companies LLC, I run my insurance and securities business thought the LLC which acts as a sub chapter s, company is active, Invt Rel, 160 hrs/mo; 80 hrs/mo (during trading hours). 3.) TLG ADVISORS INC - 8/18/2022 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rel, RA business, 10 hrs/mo; 10 hrs/mo (during trading hours). THE URSREY COMPANIES, LLC POSITION: Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 240 SECURITIES TRADING HOURS: 130 START DATE: 12/01/2022 ADDRESS: 7791 Belfort Parkway, Jacksonville, FL 32256 DESCRIPTION: Asset allocation, advise clients for investment needs, actively manage clients investments. Bus Name: KESTRA ADVISORY SERVICES, LLC POSITION: Investment Advisor representative NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 240 SECURITIES TRADING HOURS: 130 START DATE: 12/08/2022 ADDRESS: 5707 Southwest Parkway, Building 2 Suite 400, Austen TX 78735 DESCRIPTION: Advising Clients and managing clients investment accounts Bus Name: RIVERGRASS WEALTH MANAGEMENT POSITION: Managing Director NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 128 START DATE: 11/17/2023 ADDRESS: 180 Library Blvd Suite 102, Ponte Vedra Beach FL 32082 DESCRIPTION: Fee Based Investment Advisory Services. Sales Of Variable Life Insurance, Registered Index Variable, Annuities , Variable Annuities Bus Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/17/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Bus Name: THE URSREY COMPNIES LLC POSITION: managing Partner NATURE: The Ursrey Companies is an LLC and reports as a S Corp for tax purposes INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 16 START DATE: 01/17/2025 ADDRESS: 63 Players Club Villas Rd, Ponte Vedra Beach FL 32082, United States DESCRIPTION: Managing Partner
CRS (Client Relationship Summary) - RIA
Click below to view Gerald Lyman Ursrey's 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®
NoneExperience
Current
October 20, 2023 - Present
KESTRA PRIVATE WEALTH SERVICES, LLC
Office #1: 180 Library Blvd Suite 102, Ponte Vedra Beach, FL 32082RIA
CRD#: 155193
Ponte Vedra Beach, FL
Current
December 9, 2022 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 180 Library Blvd Suite 102, Ponte Vedra Beach, FL 32082BD
CRD#: 42046
Ponte Vedra Beach, FL
Past
December 22, 2022 - April 19, 2024
KESTRA ADVISORY SERVICES, LLC
RIA
CRD#: 283330
Ponte Vedra Beach, FL
Past
August 25, 2022 - December 12, 2022
TLG ADVISORS, INC.
RIA
CRD#: 111052
Jacksonville, FL
Past
December 20, 2005 - December 12, 2022
THE LEADERS GROUP, INC.
BD
CRD#: 37157
Jacksonville, FL
Past
November 6, 2001 - July 15, 2005
HORNOR, TOWNSEND & KENT, LLC
RIA
CRD#: 4031
JACKSONVILLE, FL
Past
November 2, 2001 - January 19, 2006
HORNOR, TOWNSEND & KENT, LLC
BD
CRD#: 4031
CONSHOHOCKEN, PA
Past
December 15, 1994 - November 15, 2001
NEW ENGLAND SECURITIES
BD
CRD#: 615
NEW YORK, NY
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".
KP
KESTRA PRIVATE WEALTH SERVICES, LLC
1626 WEALTH MANAGEMENT | WOODS ASSET MANAGEMENT | WASHINGTON WEALTH MANAGEMENT, LLC | WASHINGTON WEALTH MANAGEMENT | VINTAGE WEST CAPITAL MANAGEMENT | TIGER WEALTH MANAGEMENT | STONE BEACON CAPITAL | STEVEN POLLACK & ASSOCIATES | SELECT WEALTH ADVISERS | SADE GROUP PRIVATE WEALTH MANAGEMENT | PSM PRIVATE WEALTH MANAGEMENT | PROSPERITY POINT WEALTH MANAGEMENT | POINT WEST INVESTMENT SOLUTIONS | PACILIO WEALTH MANAGEMENT | PACIFIC POINT ASSET MANAGEMENT | OVERLAKE PARTNERS | MIDDLEBURG WEALTH MANAGEMENT | MARTUCCI ADAMS WEALTH ADVISORS | LANGLEY PACIFIC PARTNERS | KIMBALL CREEK PARTNERS | KESTRA PRIVATE WEALTH SERVICES, LLC | JC WEST & ASSOCIATES | INTRINSIC WEALTH ADVISORS | FREEDOM POINTE WEALTH ADVISORS | FIRST POINT FINANCIAL MANAGEMENT | DOMARI WEALTH MANAGEMENT | DJH FINANCIAL SERVICES | DICKINSON GRAHAM CAPITAL MANAGEMENT | DESIGNS OF FAUQUIER COUNTY | CALIFORNIA WEALTH TRANSITIONS | BARBER INVESTMENT PARTNERS | AVION ASSET MANAGEMENT
CRD#: 155193 / SEC#: 801-71936
RIA
Registered Investment Advisory firm - (11/22/2010 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.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
Florida(12/12/2022)
IAR
Florida(10/20/2023)
RR
Georgia(12/9/2022)
RR
Louisiana(1/6/2023)
RR
Pennsylvania(12/13/2022)
RR
Texas(12/9/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KP
KESTRA PRIVATE WEALTH SERVICES, LLC
1626 WEALTH MANAGEMENT | WOODS ASSET MANAGEMENT | WASHINGTON WEALTH MANAGEMENT, LLC | WASHINGTON WEALTH MANAGEMENT | VINTAGE WEST CAPITAL MANAGEMENT | TIGER WEALTH MANAGEMENT | STONE BEACON CAPITAL | STEVEN POLLACK & ASSOCIATES | SELECT WEALTH ADVISERS | SADE GROUP PRIVATE WEALTH MANAGEMENT | PSM PRIVATE WEALTH MANAGEMENT | PROSPERITY POINT WEALTH MANAGEMENT | POINT WEST INVESTMENT SOLUTIONS | PACILIO WEALTH MANAGEMENT | PACIFIC POINT ASSET MANAGEMENT | OVERLAKE PARTNERS | MIDDLEBURG WEALTH MANAGEMENT | MARTUCCI ADAMS WEALTH ADVISORS | LANGLEY PACIFIC PARTNERS | KIMBALL CREEK PARTNERS | KESTRA PRIVATE WEALTH SERVICES, LLC | JC WEST & ASSOCIATES | INTRINSIC WEALTH ADVISORS | FREEDOM POINTE WEALTH ADVISORS | FIRST POINT FINANCIAL MANAGEMENT | DOMARI WEALTH MANAGEMENT | DJH FINANCIAL SERVICES | DICKINSON GRAHAM CAPITAL MANAGEMENT | DESIGNS OF FAUQUIER COUNTY | CALIFORNIA WEALTH TRANSITIONS | BARBER INVESTMENT PARTNERS | AVION ASSET MANAGEMENT
CRD#: 155193 / SEC#: 801-71936
RIA
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Contact information
Main Address
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
198
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 27,816 |
| AUM (Assets Under Management) | $ 10,210,576,595 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
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
KESTRA PRIVATE WEALTH SERVICES, LLC
CRD#: 155193Ponte Vedra Beach, FL 32082TRUST BUT VERIFY
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