Jessy L. Gilger

VERIFY WEALTH

Middleton, ID

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CRD#: 6204294

Professional summary

Jessy Lee Gilger, CFP®, who also goes by Jessy Gilger, is a registered financial advisor currently at VERIFY WEALTH located in Middleton, Idaho.

Jessy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Jessy has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Jessy Gilger

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.

Jessy Gilger is the Owner and CCO at Eagle Island Financial LLC, a separate Investment Advisor. At the time of SA's registration as an Investment Adviser, Jessy Gilger will devote 10 hours per week of his time to the activities of Eagle Island Financial LLC, however, once Clients have transitioned to SA Jessy Gilger will terminate Eagle Island Financial LLC's Investment Advisor registration.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jessy Lee Gilger'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®

CRD#: 13318

SACRAMENTO, CA

Past

September 2, 2015 - February 26, 2016

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

ROSEVILLE, CA

Past

September 2, 2015 - February 26, 2016

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

ROSEVILLE, CA

Past

August 29, 2013 - May 2, 2014

EDWARD JONES

RIA

CRD#: 250

FOLSOM, CA

Past

July 23, 2013 - May 2, 2014

EDWARD JONES

CRD#: 250

FOLSOM, CA

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

California
(8/13/2026)

IAR

Idaho
(8/13/2026)

IAR

Texas
(8/13/2026)

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

State Security Law Exam

IAR

Series 66

Date: 8/10/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/23/2013

General Securities Representative Examination

Current Firm

VERIFY WEALTH

VERIFY WEALTH | VERIFY WEALTH LLC

CRD#: 341678 / SEC#:

Idaho

Registered Investment Advisory firm - (6/15/2026 Approved)

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Contact information

Main Address

Middleton, ID

Mailing Address

784 S. Clearwater Loop Ste B, Post Falls, ID 83854

Phone number

(208) 279-5181

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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

Jessy L. Gilger

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jessy Lee Gilger's CRS (Customer Relationship Summary).

Certified licenses

Experience

GANNETT WEALTH ADVISORS

EAGLE ISLAND FINANCIAL

ALLIANCE ADVISORY & SECURITIES, INC.

STATHEROS FINANCIAL SOLUTIONS, INC.

SECURITIES SERVICE NETWORK, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

EDWARD JONES

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 66

Date: 8/10/2013

SIE

Date: 10/1/2018

Series 7

Date: 7/23/2013

Current Firm

VERIFY WEALTH

Contact information

Documents

Red Flags

Company Information

VERIFY WEALTH

TRUST BUT VERIFY

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