Zachary Jon Gerlach
Investment adviser representative at Raymond James Financial Services Advisors, Inc
11 yearsExperience
1 stateRegistered in
$390BFirm assets
17 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 assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Raymond James Financial Services Advisors, IncOct 2025 to now
- Ascential Wealth AdvisorsJun 2025 to now
- Raymond James Financial Services, Inc.Jun 2025 to now
- Allianz Life Financial Services LLCMar 2020 to May 2025
- Allianz Life Insurance Company of North AmericaDec 2019 to May 2025
- Guardian Life InsuranceJul 2019 to Sep 2019
- Marsh and Mclennan AgencyJun 2018 to Aug 2018
- State Farm InsuranceJun 2017 to Aug 2017
- St. John's UniveristyAug 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MN).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 7241583
- Firm CRD
- 149018