Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerald? Claim Your ProfileJerald Joseph Halverson is a financial advisor with Lion Street Advisors, LLC. Jerald has been in the financial services industry since 2008 and has experience working with a variety of clients, including high-net-worth individuals and pension and profit-sharing plans. Jerald specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors.
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.
A percentage of the total value of assets under management is charged.
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2
WA
08/14/2024 - Present
Lion Street Advisors, LLC (Bellevue WA)
WA
09/29/2023 - 08/01/2024
J.P. MORGAN SECURITIES LLC (Bellevue WA)
WA
05/02/2016 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (Bellevue WA)
OR
06/10/2014 - 05/27/2016
UBS FINANCIAL SERVICES INC. (PORTLAND OR)
AZ
01/23/2009 - 12/09/2009
NFP SECURITIES, INC. (SCOTTSDALE AZ)
AZ
03/14/2008 - 04/02/2008
NEW ENGLAND SECURITIES (PHOENIX AZ)
AZ
09/07/1993 - 09/01/1998
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
BOTH
Issued 08/04/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2014
Series 7 - General Securities Representative Examination
BC
Issued 09/03/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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