Jerald Lyda has been an investment adviser representative at Cross Financial Advisors since June 2017, and is not listed among the firm’s executive officers or direct owners. Jerald Lyda holds a Bachelor of Arts from George Fox University.
Cross Financial Advisors, LLC is a Portland, OR firm with $482M under management, 1,873 clients and 11 advisers across 7 offices, as of its September 2026 filing.
Jerald "Jerrie" Lyda is Founder and LPL Financial Advisor of Lyda Financial. He founded Lyda Financial in 2008 and is an Investment Advisor Representative with Cross Financial Advisors.
Jerald Lyda’s longest registration was 9 years at LPL Financial LLC (2008–2017). Before joining Cross Financial Advisors in 2017, Jerald Lyda was registered through LPL Financial LLC and Country Trust Bank.
- Cross Financial AdvisorsCurrent– present · 9 yearsNewberg, OR · Adviser representative · Firm CRD 287686
- LPL Financial LLC– · 9 yearsNewberg, OR · Adviser representative · Firm CRD 6413
- Country Trust Bank– · under a yearMcMinnville, OR · Adviser representative · Firm CRD 109487
Investment adviser representative registrations
Jerald Lyda is registered as an investment adviser representative in Oregon, since June 2017.
- OregonSince 29 June 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 5 July 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 22 March 2006 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 9 March 2006 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jerald Davin Lyda
- CRD
- 5109451
- Firm
- Cross Financial Advisors · CRD 287686
- Office
- 307 E 2ND STREET, SUITE 100, Newberg, OR 97132
- Registration
- Investment adviser and broker registrations
- In the industry since
- October 2006
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- lydafinancial.com
Where does Jerald Lyda work?
Jerald Lyda is an investment adviser representative registered through Cross Financial Advisors, LLC since June 2017, and is not listed among the firm’s executive officers or direct owners.
Is Jerald Lyda a financial advisor?
Yes. Jerald Lyda has a current investment-adviser registration in Oregon, through Cross Financial Advisors since June 2017.
How many years of experience does Jerald Lyda have?
Jerald Lyda has 20 years in the financial industry, since October 2006, across 3 adviser firms.
What exams has Jerald Lyda passed?
Jerald Lyda has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in March 2006. FINRA credited Jerald Lyda with the SIE, which began in October 2018.
Where did Jerald Lyda work before Cross Financial Advisors?
Before Cross Financial Advisors, Jerald Lyda was registered through Country Trust Bank, July 2006 to June 2007.
Where is Jerald Lyda based?
Jerald Lyda’s registered office is in Newberg, OR.
Is Jerald Lyda registered with FINRA?
Yes. Jerald Lyda has a current broker registration, under CRD 5109451.
Source: FINRA BrokerCheck
How can I verify Jerald Lyda’s record?
Search CRD 5109451 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jerald Lyda’s full registration record.
