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Jerry Efremides

Weild & Co.

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About Jerry Efremides

Jerry Efremides is a registered representative and investment advisor with Weild & Co., located in New York, NY. Jerry's career in the financial services industry spans over 11 years. Jerry has passed several industry exams, including Series 7, Series 57, Series 63, and Series 65. Jerry holds registrations in 11 states. Jerry has previously worked with a variety of firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, BRIGHT TRADING, LLC and Madison Proprietary Trading Group, LLC.

Firm Information

Jerry Efremides is currently registered with Weild & Co.. Weild & Co. is a Limited Liability Company formed on October 22, 2007. The firm is registered in all 50 states, the District of Columbia, and Puerto Rico, with one SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

50

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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Jerry Efremides’s Registration & Firm History

NY

04/08/2020 - Present

Weild & Co. (NEW YORK NY)

NV

02/02/2018 - 12/24/2018

BRIGHT TRADING, LLC (HENDERSON NV)

NY

04/21/2012 - 03/22/2013

WORLD FIRST FINANCIAL SERVICES, INC. (NEW YORK NY)

NY

01/30/2009 - 11/30/2010

MADISON PROPRIETARY TRADING GROUP, LLC (NEW YORK NY)

NY

01/14/2005 - 01/02/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

10/24/2002 - 01/22/2003

INVESTPRIVATE, INC. (NEW YORK NY)

CA

10/20/2000 - 04/11/2001

FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)

NY

07/17/2000 - 10/31/2000

FIRST REPUBLIC GROUP, LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 06/11/2020

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 06/26/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/20/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 06/04/2020

Series 82TO - Limited Representative-Private Securities Offerings

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/02/2018

Series 57 - Securities Trader Exam

BC

Issued 07/15/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jerry Efremides.
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