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Jacob Gregory Gerk

Nylife Securities LLC

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About Jacob Gregory Gerk

Jacob Gerk is a financial advisor with Nylife Securities LLC. Jacob has been in the financial industry since 2018 and holds Series 6, 7TO, and 63 licenses. Jacob is registered to provide securities and investment advisory services in Colorado, Nebraska and Wyoming. Prior to joining Nylife Securities LLC, Jacob was with Northwestern Mutual Investment Services, LLC.

Firm Information

Jacob Gerk is currently registered with Nylife Securities LLC. Nylife Securities LLC is a Limited Liability Company formed in 2007, registered in 51 states and the SEC. The firm has been involved in 13 regulatory events and 7 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

4,464

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jacob Gerk’s Registration & Firm History

CO

08/20/2020 - Present

Nylife Securities LLC (FORT COLLINS CO)

CO

01/12/2018 - 07/28/2020

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FORT COLLINS CO)

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Licenses & Designations

BC

Issued 02/26/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/09/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/12/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacob Gregory Gerk.
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