Joshua Gerry has been an investment adviser representative at The Invictus Collective since September 2026, and is not listed among the firm’s executive officers or direct owners.
The Invictus Collective, LLC is a Park Ridge, IL firm with $476M under management, 16 clients and 3 advisers across 5 offices, as of its September 2026 filing.
Joshua Gerry’s longest registration was 6 years at LPL Financial LLC (2018–2024). Before joining The Invictus Collective in 2026, Joshua Gerry was registered through LPL Financial LLC.
- The Invictus Collective, LLCCurrent– present · under a yearPark Ridge, IL · Adviser representative · Firm CRD 310744
- LPL Financial LLC– · 6 yearsDowners Grove, IL · Adviser representative · Firm CRD 6413
Investment adviser representative registrations
Joshua Gerry is registered as an investment adviser representative in Illinois, since September 2026.
- IllinoisSince 11 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 6 August 2018 |
| Series 63 | Uniform Securities Agent State Law Examination | 31 May 1996 |
| Series 7 | General Securities Representative Examination | 30 May 1996 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Joshua David Gerry
- CRD
- 2391253
- Firm
- The Invictus Collective · CRD 310744
- Office
- 3 SOUTH PROSPECT AVENUE, SUITE 201, Park Ridge, IL 60068
- Registration
- Investment adviser registration
- In the industry since
- October 1998
- Disciplinary history
- Not yet shown here · SEC record
Where does Joshua Gerry work?
Joshua Gerry is an investment adviser representative registered through The Invictus Collective, LLC since September 2026, and is not listed among the firm’s executive officers or direct owners.
Is Joshua Gerry a financial advisor?
Yes. Joshua Gerry has a current investment-adviser registration in Illinois, through The Invictus Collective since September 2026.
How many years of experience does Joshua Gerry have?
Joshua Gerry has 27 years in the financial industry, since October 1998, across 2 adviser firms.
What exams has Joshua Gerry passed?
Joshua Gerry has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in May 1996. FINRA credited Joshua Gerry with the SIE, which began in October 2018.
Where did Joshua Gerry work before The Invictus Collective?
Before The Invictus Collective, Joshua Gerry was registered through LPL Financial LLC, August 2018 to November 2024.
Where is Joshua Gerry based?
Joshua Gerry’s registered office is in Park Ridge, IL.
Is Joshua Gerry registered with FINRA?
No. Joshua Gerry has no current broker registration.
How can I verify Joshua Gerry’s record?
Search CRD 2391253 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joshua Gerry’s full registration record.
