Jonathan
Gerrard
Tlg Advisors, Inc
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About this Advisor
Jonathan Gerrard is a financial advisor working in Littleton, Colorado with a total of 2 years of industry experience. Gerrard currently works for Tlg Advisors, Inc. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Penn Mutual Life Insurance Company, Seaport Global Securities, Emory University, Belvedere Trading, Millenium Properties, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, The Leaders Group, Inc and Douglas Gerrard. Gerrard has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Illinois. Tlg Advisors, Inc is a registered investment company based in Littleton, CO. The company has offices in 96 locations and a total of 264 advisors. It oversees $2 billion in assets across its 7,160 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. Of its 7,160 accounts, just 3% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Tlg Advisors, Inc offers a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. A financial advisor's fees depend on which services are provided. Fee types charged by Tlg Advisors, Inc likely consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tlg Advisors, Inc Brokerage Details
$1,620,548,890
264
7,160
$226,334
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Jonathan Gerrard Work History
Jonathan has been registered as a financial advisor for 2 years.*
The Leaders Group, Inc
Douglas Gerrard
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Penn Mutual Life Insurance Company
Seaport Global Securities
Belvedere Trading
Millenium Properties
Emory University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jonathan Gerrard to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Tlg Advisors, Inc
Littleton, CO
Owings Mills, MD
Littleton, CO
Atlanta, GA
Littleton, CO
Littleton, CO
Littleton, CO
Encino, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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