# Jerald J Halverson

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.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CLARFELD FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/106743) | 2026-05-14 | present | Yes |
| [LION STREET ADVISORS, LLC](https://search.stillhousedata.com/firm/167610) | 2024-08-14 | 2025-04-23 | — |
| [J.P. MORGAN SECURITIES LLC](https://search.stillhousedata.com/firm/79) | 2024-05-30 | 2024-08-01 | — |
| [J.P. MORGAN PRIVATE WEALTH ADVISORS LLC](https://search.stillhousedata.com/firm/108559) | 2016-05-02 | 2024-08-05 | — |
| [UBS FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/8174) | 2014-10-27 | 2016-05-27 | — |
| [KESTRA INVESTMENT SERVICES, LLC](https://search.stillhousedata.com/firm/42046) | 2009-02-13 | 2009-12-09 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2395133)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2395133.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.