JL
Jerald D. Lyda
CROSS FINANCIAL ADVISORS
Beaverton, OR 97006
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CRD#: 5109451
JL
Professional summary
Jerald Davin Lyda, who also goes by Jerrie Lyda, is a registered financial advisor currently at CROSS FINANCIAL ADVISORS located in Beaverton, Oregon and LPL FINANCIAL LLC located in Newberg, Oregon.
Jerald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Jerald has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jerrie Lyda
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) 01/11/2010 - NO BUSINESS NAME - DBA for LPL Business (entity for LPL business) - Lyda Financial - INV REL - AT REPORTED BUSINESS LOCATION(S) 2) 07/05/2017 - Cross Financial Advisors LLC-investment related- At reported business location(s)- Registered Investment Advisor Hybrid-start 07/15/2017-Hours per month 80/ hours during trading 65 - I provide investment advisory services through Cross Financial Advisors, LLC, an independent investment advisor firm. I started this business activity in July 2017. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view Jerald Davin Lyda'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
June 29, 2017 - Present
CROSS FINANCIAL ADVISORS
Office #1: 16100 Nw Cornell Road #240, Beaverton, OR 97006Office #2: 307 E 2nd Street Suite 100, Newberg, OR 97132RIA
CRD#: 287686
Beaverton, OR
Current
April 1, 2008 - Present
LPL FINANCIAL LLC
Office #1: 307 E 2nd Street, Suite 100, Newberg, OR 97132RIA
BD
CRD#: 6413
Newberg, OR
Past
April 1, 2008 - December 31, 2017
LPL FINANCIAL LLC
RIA
CRD#: 6413
NEWBERG, OR
Past
July 6, 2007 - September 26, 2007
NYLIFE SECURITIES LLC
BD
CRD#: 5167
NEW YORK, NY
Past
July 11, 2006 - June 15, 2007
COUNTRY TRUST BANK
RIA
CRD#: 109487
MCMINNVILLE, OR
Past
March 10, 2006 - June 15, 2007
COUNTRY CAPITAL MANAGEMENT COMPANY
BD
CRD#: 12060
MCMINNVILLE, OR
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".
CF
CROSS FINANCIAL ADVISORS
CLARK WEALTH MANAGEMENT | ROCK CREEK WEALTH MANAGEMENT | RETZLAFF WEALTH MANAGEMENT | LYDA FINANCIAL | HOPE WEALTH PLANNING | GRACE INVESTORS | CROSS INLAND WEALTH MANAGEMENT | CROSS FINANCIAL ADVISORS, LLC | CROSS FINANCIAL ADVISORS
CRD#: 287686 / SEC#: 801-110589
RIA
Registered Investment Advisory firm - (6/22/2017 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
Alaska(3/1/2018)
RR
Arizona(1/5/2009)
RR
Arkansas(5/20/2008)
RR
California(6/2/2009)
RR
Colorado(3/5/2010)
RR
Idaho(1/3/2019)
RR
Indiana(5/27/2008)
RR
Kentucky(3/31/2016)
RR
Maryland(12/18/2014)
RR
Minnesota(3/19/2009)
RR
Missouri(8/5/2020)
RR
Nevada(8/18/2014)
RR
Oregon(4/1/2008)
IAR
Oregon(6/29/2017)
RR
South Carolina(9/26/2019)
RR
Texas(10/30/2012)
RR
Utah(7/7/2025)
RR
Washington(4/11/2008)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CF
CROSS FINANCIAL ADVISORS
CLARK WEALTH MANAGEMENT | ROCK CREEK WEALTH MANAGEMENT | RETZLAFF WEALTH MANAGEMENT | LYDA FINANCIAL | HOPE WEALTH PLANNING | GRACE INVESTORS | CROSS INLAND WEALTH MANAGEMENT | CROSS FINANCIAL ADVISORS, LLC | CROSS FINANCIAL ADVISORS
CRD#: 287686 / SEC#: 801-110589
RIA
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Contact information
Main Address
16100 Nw Cornell Road #240, Beaverton, OR 97006
Mailing Address
Phone number
(503) 430-0563
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (18 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,966 |
| AUM (Assets Under Management) | $ 418,897,353 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
