Christopher T. Jersan

WEDGEWOOD PARTNERS

St Louis, MO 63124-1120

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CRD#: 7462215

Professional summary

Christopher Thomas Jersan, who also goes by Chris Jersan, Christopher Jersan, is a registered financial advisor currently at WEDGEWOOD PARTNERS, INC. located in St Louis, Missouri.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Christopher has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chris Jersan | Christopher Jersan

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) - RIA

Click below to view Christopher Thomas Jersan'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 9, 2021 - Present

WEDGEWOOD PARTNERS, INC.

Office #1: 9909 Clayton Rd, Suite 103, St Louis, MO 63124-1120

RIA

CRD#: 21923

St Louis, MO

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".

WEDGEWOOD PARTNERS, INC.

CRD#: 21923 / SEC#: 801-31746, 8-39356

RIA

Registered Investment Advisory firm - SEC (4/1/1988 Approved)

Terminated by SEC on 10/29/2013

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

Missouri
(12/9/2021)

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

Current Firm

WEDGEWOOD PARTNERS, INC.

CRD#: 21923 / SEC#: 801-31746, 8-39356

RIA

Registered Investment Advisory firm - SEC (4/1/1988 Approved)

Terminated by SEC on 10/29/2013

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Contact information

Main Address

9909 Clayton Rd, Suite 103, St Louis, MO 63124-1120

Mailing Address

Phone number

(314) 567-6407

Established

Missouri since 02/17/1988

Firm type

Corporation

Fiscal year end

December

# of Employees

SEC notice filing (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (2/24/2025)

Direct owners and executive officers

Name	Position	CRD#
GUERRERIO, ANTHONY LAWRENCE	CEO/CHAIRMAN , SROP, FNOP, CROP, CHIEF COMPLIANCE OFFICER	844567
ROLFE, DAVID ALAN	CHIEF INVESTMENT OFFICER	1475135

Regulatory assets under management

Total Number of Accounts	388
AUM (Assets Under Management)	$ 539,692,744

Disclosures

Regulatory Event	1
Arbitration	1

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/08/2023	Cover Page	Report
11/29/2022	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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Christopher T. Jersan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Thomas Jersan's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEDGEWOOD PARTNERS, INC.

Primary Firm SEC Registration

WEDGEWOOD PARTNERS, INC.

State Registrations and Notice Filings

Exams

Current Firm

WEDGEWOOD PARTNERS, INC.

Contact information

SEC notice filing (21 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Accountant surprise examination report

Red Flags

Company Information

WEDGEWOOD PARTNERS, INC.

TRUST BUT VERIFY

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