Jerit P. Tripp

GILBERT & COOK

West Des Moines, IA 50265

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CRD#: 5462337

Professional summary

Jerit Paul Tripp, CFP® is a registered financial advisor currently at GILBERT & COOK, INC. located in West Des Moines, Iowa.

Jerit is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Jerit has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

RTC Holdings - Rental property, non-investment related, zero hours during trading. First Tee Central Iowa - board member, non-investment related, zero hours during trading.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jerit Paul Tripp'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®

CFP^®

Certified Financial Planner

Start date: 2011

Experience

Current

April 14, 2016 - Present

GILBERT & COOK, INC.

Office #1: 5058 Grand Ridge Drive, West Des Moines, IA 50265

RIA

CRD#: 283112

West Des Moines, IA

Past

July 27, 2010 - April 14, 2016

VSR FINANCIAL SERVICES, INC.

RIA

CRD#: 14503

DES MOINES, IA

Past

July 27, 2010 - April 14, 2016

VSR FINANCIAL SERVICES, INC.

CRD#: 14503

DES MOINES, IA

Past

July 9, 2008 - July 9, 2010

DEWAAY CAPITAL MANAGEMENT

RIA

CRD#: 116214

CLIVE, IA

Past

July 9, 2008 - July 9, 2010

DEWAAY FINANCIAL NETWORK, LLC

CRD#: 30767

CLIVE, IA

Past

April 15, 2008 - July 2, 2008

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

STORM LAKE, IA

Past

March 11, 2008 - July 2, 2008

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

STORM LAKE, IA

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".

GILBERT & COOK, INC.

CRD#: 283112 / SEC#: 801-107546

RIA

Registered Investment Advisory firm - (4/14/2016 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

Iowa
(4/14/2016)

IAR

Texas
(8/8/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/14/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 4/14/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/8/2008

General Securities Representative Examination

Current Firm

GILBERT & COOK, INC.

CRD#: 283112 / SEC#: 801-107546

RIA

Registered Investment Advisory firm - (4/14/2016 Approved)

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Contact information

Main Address

5058 Grand Ridge Drive, West Des Moines, IA 50265

Mailing Address

Phone number

(515) 270-6444

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (10/22/2025)

WRAP BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	3,429
AUM (Assets Under Management)	$ 1,361,575,720

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/18/2024	Cover Page	Report
01/17/2024	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Jerit P. Tripp

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jerit Paul Tripp's CRS (Customer Relationship Summary).

Certified licenses

Experience

VSR FINANCIAL SERVICES, INC.

VSR FINANCIAL SERVICES, INC.

DEWAAY CAPITAL MANAGEMENT

DEWAAY FINANCIAL NETWORK, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

GILBERT & COOK, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 4/14/2008

SIE

Date: 4/14/2016

Series 7

Date: 3/8/2008

Current Firm

GILBERT & COOK, INC.

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

GILBERT & COOK, INC.

TRUST BUT VERIFY

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