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Jonathan Graham Gerrard

Homrich Berg

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About Jonathan Graham Gerrard

Jonathan Gerrard is a financial advisor who has been in the industry since April 2018. Jonathan has a Certified Financial Planner designation. Currently, Jonathan is registered as a Registered Representative (RA) in GA for Homrich Berg. Jonathan previously worked at Resource Planning Group, Ltc., Trimont Real Estate Advisors, and HB Wealth Management, LLC. Jonathan has a total of 3 work history entries. Jonathan specializes in financial planning, portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. Jonathan works with a variety of clients including individuals, investment companies, charitable organizations, high-net-worth individuals, pooled investment vehicles, pension and profit-sharing plans, corporations, and state or municipal government entities. Jonathan's firm, Homrich Berg, has approximately 15.2 billion dollars in assets under management.

Firm Information

Jonathan Gerrard is currently registered with Homrich Berg. Homrich Berg is a family office and wealth management firm headquartered in Atlanta, GA. They provide a comprehensive suite of financial services including financial planning, portfolio management, and bill pay services. With over 15 billion dollars in regulatory assets under management, they serve a variety of clients including individuals, families, businesses, institutions, and charitable organizations.
Homrich Berg

3550 LENOX RD

ATLANTA, GA 30326

$15.20B

Assets Under Management

Not reported

Total Clients

68

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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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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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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bill pay services

Bill pay services

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

GA

12/05/2024 - Present

Homrich Berg (ATLANTA GA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan Graham Gerrard.
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