Jeremy Joseph Gerardy
Investment adviser representative at Friday Financial
12 yearsExperience
1 stateRegistered in
$409.3MFirm assets
2 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Friday FinancialAug 2024 to now
- Global Retirement Partners, LLCJan 2023 to Jul 2024
- LPL Financial LLCDec 2022 to Jul 2024
- Cetera Advisor NetworksSep 2021 to Dec 2022
- AssuredpartnersJul 2021 to Jul 2024
- UnemployedMay 2021 to Jul 2021
- American TrustMar 2016 to May 2021
- Moracco Supper ClubJun 2014 to Jan 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 1 state (IA).
Friday Financial
Legal name: Friday Financial, Inc.
$409.3MAssets managed
289Clients
31Advisers
2 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
- 7119047
- Firm CRD
- 329748