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JG

Jay G. Gehrke

AVELLIE WEALTH MANAGEMENT
Scottsdale, AZ 85260
Some features on this profile are disabled
CRD#: 4948365
JG

Professional summary

Jay Gregory Gehrke, who also goes by Jay G Gehrke, is a registered financial advisor currently at AVELLIE WEALTH MANAGEMENT LLC located in Scottsdale, Arizona and WATERLOO CAPITAL located in Scottsdale, Arizona.

Jay is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Jay has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jay G Gehrke

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 Jay Gregory Gehrke'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

October 22, 2020 - Present

AVELLIE WEALTH MANAGEMENT LLC

Office #1: 16420 N. 92nd Street Suite 223, Scottsdale, AZ 85260
RIA
CRD#: 311108
Scottsdale, AZ
Current

April 2, 2026 - Present

WATERLOO CAPITAL

Office #1: 16420 N. 92nd St. Suite 223, Scottsdale, AZ 85260
RIA
CRD#: 133705
SCOTTSDALE, AZ
Past

June 10, 2005 - September 10, 2020

COLE WEALTH MANAGEMENT, LLC

RIA
CRD#: 134509
SCOTTSDALE, 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".
WATERLOO CAPITAL
WATERLOO CAPITAL
AMG WEALTH ADVISORS | WATERLOO CAPITAL, L.P. | WATERLOO CAPITAL MANAGEMENT | WATERLOO CAPITAL | VIRTUS PRIVATE WEALTH MANAGEMENT | TEAM PRIVATE WEALTH MANAGEMENT, LLC | STRATEGIC CAPITAL | PLANNINGWORKS, INC. | MARKET STREET CAPITAL | LIGHTHOUSE FINANCIAL ADVISORS LLC | LIGHTHOUSE FINANCIAL | LIBERTY PARK | IRONCLAD STRATEGIES | HAP NIELSEN INVESTMENTS | ELEMENT RETIREMENT & INVESTMENT CONSULTANTS, LLC | EBERLY WEALTH MANAGEMENT

CRD#: 133705 / SEC#: 801-63975

RIA
Registered Investment Advisory firm - (3/11/2005 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
Arizona
(10/22/2020)
IAR
California
(8/27/2021)
IAR
New Mexico
(8/23/2021)
IAR
North Dakota
(11/6/2020)
IAR
Texas
(12/16/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/9/2005
Uniform Investment Adviser Law Examination

Current Firm

WATERLOO CAPITAL
WATERLOO CAPITAL
AMG WEALTH ADVISORS | WATERLOO CAPITAL, L.P. | WATERLOO CAPITAL MANAGEMENT | WATERLOO CAPITAL | VIRTUS PRIVATE WEALTH MANAGEMENT | TEAM PRIVATE WEALTH MANAGEMENT, LLC | STRATEGIC CAPITAL | PLANNINGWORKS, INC. | MARKET STREET CAPITAL | LIGHTHOUSE FINANCIAL ADVISORS LLC | LIGHTHOUSE FINANCIAL | LIBERTY PARK | IRONCLAD STRATEGIES | HAP NIELSEN INVESTMENTS | ELEMENT RETIREMENT & INVESTMENT CONSULTANTS, LLC | EBERLY WEALTH MANAGEMENT

CRD#: 133705 / SEC#: 801-63975

RIA
Registered Investment Advisory firm - (3/11/2005 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
2801 Via Fortuna Suite 250, Austin, TX 78746
Mailing Address
Phone number
(512) 777-5900
Established
Firm type
Fiscal year end
# of Employees
54

SEC notice filing (27 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

WATERLOO CAPITAL WRAP FEE PROGRAM BROCHURE (12/23/2025)
WATERLOO CAPITAL PART 2A (12/23/2025)

Regulatory assets under management

Total Number of Accounts6,775
AUM (Assets Under Management)$ 1,686,618,820

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

WATERLOO CAPITAL

WATERLOO CAPITAL

CRD#: 133705Scottsdale, AZ 85260

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