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Jonathan Gerrard

TLG Advisors, Inc.

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About Jonathan Gerrard

Jonathan Gerrard is an investment advisor representative registered with TLG Advisors, Inc. Jonathan is based in LITTLETON, CO, and has been in the industry since March 18, 2018. Jonathan has passed the Series 66, SIE, and Series 7 exams. Jonathan has previously been employed by TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.

Firm Information

Jonathan Gerrard is currently registered with TLG Advisors, Inc.. TLG Advisors, Inc. is a Littleton, CO-based investment advisor with $1 billion to $10 billion in assets under management. The firm offers portfolio management, financial planning, and pension consulting to individuals, corporations, pension funds, and charitable organizations. TLG Advisors, Inc. also provides placement services for institutional funds and other investment advisory services. The firm has over 260 registered representatives and advisors serving clients nationwide.
TLG Advisors, Inc.

26 WEST DRY CREEK CIRCLE

LITTLETON, CO 80120

$1.66B

Assets Under Management

38

Total Clients

257

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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placement of institutional funds

Placement of institutional funds

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jonathan Gerrard’s Registration & Firm History

FL

01/06/2021 - Present

TLG Advisors, Inc. (Miami Beach FL)

IL

01/04/2019 - 11/13/2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (EVANSTON IL)

IL

01/12/2018 - 12/21/2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROLLING MEADOWS IL)

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Licenses & Designations

BOTH

Issued 02/26/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/12/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Gerrard.
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