Unclaimed Profile

Jerit Paul Tripp

GILBERT & COOK, INC.·WEST DES MOINES, Iowa

SIE, Series 7, Series 66Clean record18 years registeredGILBERT & COOK, INC.

5058 GRAND RIDGE DRIVE, WEST DES MOINES, IA 50265CRD# 5462337Firm CRD# 283112

Profile Verification

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

Identity

Jerit Paul Tripp · WEST DES MOINES, IA

Registration

CRD #5462337 · GILBERT & COOK, INC. · 18 years registered

Brand Profile

Not yet started

Career History

GILBERT & COOK, INC.

Apr 2016 – present

VSR ADVISORY SERVICES

Jul 2010 – Apr 2016

DES MOINES, IA

DEWAAY CAPITAL MANAGEMENT

Jul 2008 – Jul 2010

CLIVE, IA

AMERIPRISE FINANCIAL SERVICES, INC.

Apr 2008 – Jul 2008

STORM LAKE, IA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · April 15, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GILBERT & COOK, INC.

CRD 283112 · SEC 801-107546

AUM

$1.2B

Regulatory assets under management

Employees

3,219 client accounts

Services offered by GILBERT & COOK, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GILBERT & COOK, INC. →

Introduction

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Frequently Asked Questions

What services does Jerit Paul Tripp offer?

Jerit Paul Tripp specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WEST DES MOINES, Iowa for a consultation.

What are Jerit Paul Tripp's credentials?

Jerit Paul Tripp is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jerit Paul Tripp located?

Jerit Paul Tripp is based in WEST DES MOINES, Iowa, working with GILBERT & COOK, INC.. Their office serves clients in the WEST DES MOINES metropolitan area and surrounding communities.

How does Jerit Paul Tripp charge for services?

Jerit Paul Tripp's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GILBERT & COOK, INC.?

GILBERT & COOK, INC. has approximately 32 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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