Joshua David Gerry
Investment adviser representative at The Invictus Collective, LLC
18 yearsExperience
1 stateRegistered in
$476MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- The Invictus Collective, LLCSep 2026 to now
- Vestgen WealthSep 2024 to Jun 2026
- LPL Financial, LLCJul 2018 to Nov 2024
- Professional Wealth AdvisorsJul 2018 to Jan 2022
- Equitable of NYJan 2008 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (IL).
The Invictus Collective, LLC
$476MAssets managed
16Clients
4Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2391253
- Firm CRD
- 310744