Jonathan Graham Gerrard is an investment adviser representative (IAR) with state registration records since 2021, appearing at 2 firms. Currently registered with HB WEALTH MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| HB WEALTH MANAGEMENT, LLC | 2024-12-05 | present | Yes |
| RESOURCE PLANNING GROUP, LTD. | 2021-05-27 | 2021-12-17 | — |