Gerald R. Wilson

CETERA INVESTMENT ADVISERS LLC

Honolulu, HI 96817

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CRD#: 814940

Professional summary

Gerald Ray Wilson, CFP®, who also goes by Jerry Wilson, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Honolulu, Hawaii and CETERA WEALTH SERVICES, LLC located in Honolulu, Hawaii.

Gerald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1975. Gerald has worked at 9 firms and has passed the Series 65, Series 63, Series 6TO, Series 22TO, SIE and Series 1 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jerry Wilson

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.

1) (dba) HAWAII FINANCIAL STORE, INC; Investment Related; 1888 Kalakaua Avenue, Suite C-312, Honolulu, HI 96815; President; Start Date 01/1978; 10 hours per month; Marketing and sale of insurance products. >> 2) 3 MARK FINANCIAL; Investment Related; 1888 Kalakaua Avenue, Suite C-312, Honolulu, HI 96815; Insurance; Affiliate; Start Date 01/1997; 30 hours per month; I wholesale life insurance products to other life and health insurance licensed agents. >> 3) NATIONAL CHRISTIAN FOUNDATION HAWAII; Non-Investment Related; 733 Bishop Street, Ste 2357, Honolulu, HI 96813; Other; Advisory Board Member; Start Date 06/2014; 1 hour per month; I am an adviser to the board of the local chapter of the National Christian Foundation. I help spread the word about the foundation and share its website url with people in my church and community.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gerald Ray Wilson'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: 1987

Experience

Current

February 20, 2025 - Present

CETERA INVESTMENT ADVISERS LLC

Office #1: 1951 Kealakai Street, Honolulu, HI 96817

RIA

CRD#: 105644

Honolulu, HI

Current

February 20, 2025 - Present

CETERA WEALTH SERVICES, LLC

Office #1: 1951 Kealakai Street, Honolulu, HI 96817

CRD#: 13572

Honolulu, HI

Past

October 24, 2007 - February 20, 2025

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

RIA

CRD#: 15708

Honolulu, HI

Past

October 1, 2007 - February 20, 2025

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708

Honolulu, HI

Past

March 29, 1999 - October 1, 2007

OSAIC FS, INC.

CRD#: 3870

HONOLULU, HI

Past

October 1, 1997 - March 29, 1999

AMERICAN GENERAL SECURITIES INCORPORATED

CRD#: 13626

PHOENIX, AZ

Past

March 14, 1995 - October 1, 1997

USLIFE EQUITY SALES CORP.

CRD#: 7962

NEW YORK, NY

Past

April 5, 1983 - March 13, 1995

OSAIC FS, INC.

CRD#: 3870

FORT WAYNE, IN

Past

February 24, 1978 - June 8, 1983

ADVANTAGE CAPITAL CORPORATION

CRD#: 146

Past

November 17, 1975 - February 3, 1978

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

Past

November 17, 1975 - February 3, 1978

OSAIC FA, INC.

CRD#: 3978

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".

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644 / SEC#: 801-20406

RIA

Registered Investment Advisory firm - (1/13/1984 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(2/20/2025)

California
(2/20/2025)

Hawaii
(2/20/2025)

IAR

Hawaii
(2/20/2025)

Oregon
(2/20/2025)

Texas
(2/20/2025)

IAR

Texas
(4/1/2025)

Washington
(2/20/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/31/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/7/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 1/2/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 22TO

Date: 1/2/2023

Direct Participation Programs Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 1

Date: 11/7/1975

Registered Representative Examination

SRO Registrations

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644 / SEC#: 801-20406

RIA

Registered Investment Advisory firm - (1/13/1984 Approved)

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Contact information

Main Address

1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096

Mailing Address

Phone number

(310) 257-7880

Established

Firm type

Fiscal year end

# of Employees

7,705

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	584,487
AUM (Assets Under Management)	$ 163,792,814,520

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/27/2025	Cover Page	Report
12/13/2024	Cover Page	Report
09/26/2023	Cover Page	Report
11/18/2022	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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Advisor Monitoring

Firm Stability Insights

Gerald R. Wilson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gerald Ray Wilson's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA WEALTH SERVICES, LLC

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

OSAIC FS, INC.

AMERICAN GENERAL SECURITIES INCORPORATED

USLIFE EQUITY SALES CORP.

OSAIC FS, INC.

ADVANTAGE CAPITAL CORPORATION

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

Primary Firm SEC Registration

CETERA INVESTMENT ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/31/2008

Series 63

Date: 11/7/1992

Series 6TO

Date: 1/2/2023

Series 22TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 1

Date: 11/7/1975

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CETERA INVESTMENT ADVISERS LLC

TRUST BUT VERIFY

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