Jerald J Halverson is an investment adviser representative (IAR) with state registration records since 2009, appearing at 6 firms. Currently registered with CLARFELD FINANCIAL ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CLARFELD FINANCIAL ADVISORS, LLC | 2026-05-14 | present | Yes |
| LION STREET ADVISORS, LLC | 2024-08-14 | 2025-04-23 | — |
| J.P. MORGAN SECURITIES LLC | 2024-05-30 | 2024-08-01 | — |
| J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | 2016-05-02 | 2024-08-05 | — |
| UBS FINANCIAL SERVICES INC. | 2014-10-27 | 2016-05-27 | — |
| KESTRA INVESTMENT SERVICES, LLC | 2009-02-13 | 2009-12-09 | — |