Verified
Gerald Jevic is a financial advisor registered with Oppenheimer & Co. Inc. based in Haddon Township, NJ. Gerald has been in the financial services industry since 1985. Gerald is a licensed investment advisor with Oppenheimer & Co. Inc. and also holds Series 63, 65, 7, 10, 24, and SIE licenses. Gerald has a strong track record of providing financial advice to a variety of clients including individuals, families, corporations, and institutions.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NJ
12/02/2016 - Present
Oppenheimer & Co. Inc. (HADDON TOWNSHIP NJ)
NY
10/02/1998 - 01/02/2002
JOSEPHTHAL & CO., INC. (NEW YORK NY)
NY
12/04/1995 - 10/05/1998
H.J. MEYERS & CO., INC. (ROCHESTER NY)
NY
11/17/1994 - 11/16/1995
L.C. WEGARD & CO., INC. (NEW YORK NY)
NY
11/11/1994 - 12/06/1994
ROBERT TODD FINANCIAL CORP. (NEW YORK NY)
NY
08/28/1994 - 11/11/1994
WESTFIELD FINANCIAL CORPORATION (NEW YORK NY)
NY
05/24/1988 - 09/15/1994
HIBBARD BROWN & CO., INC. (NEW YORK NY)
NA
02/02/1987 - 05/28/1988
SHERWOOD CAPITAL, INC.
NA
12/18/1984 - 02/02/1987
FIRST JERSEY SECURITIES, INC.
IA
Issued 09/12/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/09/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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