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Jerry Joe Van Ausdle

LEWISTON, ID
·CRD# 6172059·13 years experience

Professional Summary

Jerry Joe Van Ausdle, who also goes by Joe Van Ausdle, was a registered financial advisor. Jerry was registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Jerry had worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Joe Van Ausdle

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

13 years in the financial services industry

Current & Past Employments

Unknown Firm·
828 8th Avenue, Lewiston, ID 83501
October 9, 2026 - Present
OSAIC ADVISORY SERVICES, LLC·CRD# 171070
RIA
828 8th Ave, ID
November 8, 2024 - October 22, 2026
OSAIC WEALTH, INC.·CRD# 23131
BD
Lewiston, ID
June 14, 2024 - October 22, 2026
ARBOR POINT ADVISORS·CRD# 165127
RIA
Lewiston, ID
November 6, 2020 - November 8, 2024
SECURITIES AMERICA, INC.·CRD# 10205
BD
Lewiston, ID
November 6, 2020 - June 14, 2024
KMS FINANCIAL SERVICES, INC.·CRD# 3866
RIA
Lewiston, ID
March 16, 2016 - November 6, 2020
KMS FINANCIAL SERVICES, INC.·CRD# 3866
BD
Lewiston, ID
March 16, 2016 - November 6, 2020
WADDELL & REED·CRD# 866
RIA
Lewiston, ID
August 21, 2013 - February 5, 2016
WADDELL & REED·CRD# 866
BD
Lewiston, ID
June 14, 2013 - February 5, 2016

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Current Firm

No current employment

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Insurance Sales

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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.
IAR
Idaho
(10/9/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Aug 2013About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jun 2013About the Series 7 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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