Jonathan Gerber
Professional summary
Jonathan Gerber, who also goes by Jonathan Kent Gerber, is a registered financial professional currently at HOLLISTER ASSOCIATES, LLC located in Mount Pleasant, South Carolina.
Jonathan is registered as a RR (Registered Representative) and started their career in finance in 2006. Jonathan has worked at 4 firms and has passed the Series 63, Series 79TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jonathan Gerber's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 8, 2021 - Present
HOLLISTER ASSOCIATES, LLC
December 3, 2014 - August 18, 2021
UBS SECURITIES LLC
October 1, 2008 - November 17, 2014
J.P. MORGAN SECURITIES LLC
March 31, 2006 - October 1, 2008
J.P. MORGAN SECURITIES INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/8/2021)
(8/8/2021)
Exams
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationFINRA
Current Firm
HOLLISTER ASSOCIATES, LLC
CRD#: 173366 / SEC#: , 8-69538
Contact information
FINRA licenses (52 States and Territories)
Red Flags
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