Unclaimed Profile

Joshua David Gerry

WEALTH MANAGEMENT GROUP, L.L.C.·INVERNESS, Illinois

SIE, Series 7, Series 63, Series 65Clean record8 years registeredWEALTH MANAGEMENT GROUP, L.L.C.

1605 WEST COLONIAL PARKWAY, INVERNESS, IL 60067CRD# 2391253Firm CRD# 318657

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joshua David Gerry · INVERNESS, IL

Registration

CRD #2391253 · WEALTH MANAGEMENT GROUP, L.L.C. · 8 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WEALTH MANAGEMENT GROUP, L.L.C.

LPL FINANCIAL LLC

Aug 2018 – Nov 2024

DOWNERS GROVE, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · August 7, 2018

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VESTGEN ADVISORS, LLC

CRD 318657 · SEC 801-123390

AUM

$660M

Regulatory assets under management

Employees

3,016 client accounts

Services offered by VESTGEN ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VESTGEN ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Joshua David Gerry offer?

Joshua David Gerry specializes in Financial Planning, Investment Management.

What are Joshua David Gerry's credentials?

Joshua David Gerry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joshua David Gerry located?

Joshua David Gerry is based in INVERNESS, Illinois, last registered with WEALTH MANAGEMENT GROUP, L.L.C..

How does Joshua David Gerry charge for services?

Joshua David Gerry's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEALTH MANAGEMENT GROUP, L.L.C.?

WEALTH MANAGEMENT GROUP, L.L.C. has approximately 75 employees and manages $660M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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