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JG

Jennifer K. Gerrow

ARETE WEALTH MANAGEMENT
Merritt Island, FL 32953
Some features on this profile are disabled
CRD#: 7300200
JG

Professional summary

Jennifer Kaye Gerrow, who also goes by Jennifer Gerrow, is a registered financial professional currently at ARETE WEALTH MANAGEMENT, LLC located in Merritt Island, Florida.

Jennifer is registered as a RR (Registered Representative) and started their career in finance in 2022. Jennifer has worked at 2 firms and has passed the Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jennifer Gerrow

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jennifer Kaye Gerrow'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®
None

Experience

Current

December 8, 2023 - Present

ARETE WEALTH MANAGEMENT, LLC

Office #1: 1351 N Courtenay Pkwy Suit Bb, Merritt Island, FL 32953
BD
CRD#: 44856
Merritt Island, FL
Past

November 16, 2022 - December 1, 2023

CENTER STREET SECURITIES, INC.

BD
CRD#: 26898
NASHVILLE, TN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
Series 7TO
Date: 11/16/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/27/2022
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

AW
ARETE WEALTH MANAGEMENT, LLC
ARETE WEALTH MANAGEMENT, LLC | KEYSTONE SECURITIES, LLC. | KEYSTONE SECURITIES, LLC | KEYSTONE INVESTMENT ADVISORS, LLC

CRD#: 44856 / SEC#: , 8-50854

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
1115 W Fulton Market 3rd Floor, Chicago, IL 60607
Mailing Address
1115 W Fulton Market 3rd Floor, Chicago, IL 60607
Phone number
(312) 940-3684
Established
Illinois since 01/20/1998
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
ARETE WEALTH INCDIRECT OWNER
BULLA, CHRISTIAN ALEXANDERMUNICIPAL SECURITIES PRINCIPAL7067640
CHUNG, UNBOCHIEF COMPLIANCE OFFICER / AML COMPLIANCE OFFICER6208569
HOCK, DAVID CARLCHIEF FINANCIAL OFFICER / FINANCIAL & OPERATIONS PRINCIPAL (FINOP)2246268
RAYNER, MICAH HARDINGREGISTERED OPTIONS PRINCIPAL6252596
ROGERS, JOSHUA DEANCHIEF EXECUTIVE OFFICER3163818

Disclosures

Regulatory Event2
Civil Event1
Arbitration3

Red Flags

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Company Information

ARETE WEALTH MANAGEMENT, LLC

CRD#: 44856Merritt Island, FL 32953

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