Jeremy Gerardy has been an investment adviser representative at Friday Financial since August 2024, and is not listed among the firm’s executive officers or direct owners.
Friday Financial, Inc. is a Dubuque, IA firm with $409M under management, 289 clients and 6 advisers in one office, as of its August 2026 filing.
Jeremy Gerardy’s longest registration is the current one, 2 years at Friday Financial since 2024. Before joining Friday Financial in 2024, Jeremy Gerardy was registered through Global Retirement Partners LLC and Cetera Advisor Networks LLC.
- Global Retirement Partners LLC– · 1 yearMiddleton, WI · Adviser representative · Firm CRD 172011
- Cetera Advisor Networks LLC– · 1 yearDubuque, IA · Adviser representative · Firm CRD 13572
Investment adviser representative registrations
Jeremy Gerardy is registered as an investment adviser representative in Iowa, since August 2024.
- IowaSince 7 August 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 15 October 2021 |
| Series 7TO | General Securities Representative Examination | 5 October 2021 |
| SIE | Securities Industry Essentials Examination | 3 August 2021 |
| Series 65 | Uniform Investment Adviser Law Examination | 16 July 2021 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jeremy Joseph Gerardy
- CRD
- 7119047
- Firm
- Friday Financial · CRD 329748
- Office
- 600 STAR BREWERY DRIVE, SUITE 400, Dubuque, IA 52001
- Registration
- Investment adviser registration
- In the industry since
- October 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does Jeremy Gerardy work?
Jeremy Gerardy is an investment adviser representative registered through Friday Financial, Inc. since August 2024, and is not listed among the firm’s executive officers or direct owners.
Is Jeremy Gerardy a financial advisor?
Yes. Jeremy Gerardy has a current investment-adviser registration in Iowa, through Friday Financial since August 2024.
How many years of experience does Jeremy Gerardy have?
Jeremy Gerardy has 5 years in the financial industry, since October 2021, across 3 adviser firms.
What exams has Jeremy Gerardy passed?
Jeremy Gerardy has passed 4 licensing exams: the Series 65, SIE, Series 7TO and Series 63. The earliest, the Series 65, was passed in July 2021.
Where did Jeremy Gerardy work before Friday Financial?
Before Friday Financial, Jeremy Gerardy was registered through Global Retirement Partners LLC, January 2023 to July 2024; Cetera Advisor Networks LLC, October 2021 to December 2022.
Where is Jeremy Gerardy based?
Jeremy Gerardy’s registered office is in Dubuque, IA.
Is Jeremy Gerardy registered with FINRA?
No. Jeremy Gerardy has no current broker registration.
How can I verify Jeremy Gerardy’s record?
Search CRD 7119047 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeremy Gerardy’s full registration record.
