GAR Wood Securities, LLC

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
34
Avg account
$0

Firm details

Headquarters
Naperville, Illinois
CRD number
138033
Registered since
February 16, 2006

Firm profile

FINTRX

Overview

GAR Wood Securities, LLC is organized as a limited liability company and is SEC-registered with an initial registration year of 2006. FINTRX classifies the firm as unclassified and lists the owner type as individual. The database indicates the firm is not designated as a capital allocator and is not flagged as an active ESG investor, pension consultant, related adviser, or a newly formed adviser. Disclosure from the source is sparse: there are no details provided about the firm’s fee schedules, advisory or business activities, or client makeup. FINTRX also marks the firm as not a multi-state adviser, even though location data (below) shows multiple offices.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • Robert Jersey

    Robert Jersey

    Chief Executive Officer, PresidentCRD 1592359

  • Dennis Gerecke

    Dennis Gerecke

    Chief Executive OfficerCRD 1856554

  • Sherry Gouwens

    Senior Vice President, Chief Administrative OfficerCRD 4458617

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Contacts

3 of 30
  • Lourdes Figueroa

    Lourdes Figueroa

    Registered RepresentativeCRD 2647486

  • Robert Mcdonald

    Robert Mcdonald

    Associated PersonCRD 326884

  • Patricia Pokuta

    Patricia Pokuta

    Operations AssociateCRD 1544888

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Naperville, IL

Du Page

Location

Naperville, IL

Headquartered in Naperville, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Du Page
Address
1250 E Diehl Rd
Time zone
CT (UTC-6)
Office locations

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