Gerald Jeffry Plachta

Current Employers

Lifemark Securities Corp.

400 West Metro Park, Rochester, NY 14623 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2018-11-19

FL RA
APPROVED

Since 2018-11-19

Branch Locations

Jacksonville, FL • United States

Ocala, FL • United States

4651 Salisbury Road Suite 400, Jacksonville, FL 32256 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Foresters Equity Services, Inc	Jacksonville	FL	02/2012	10/2018
Jp Financial Wealth Consultants, Llc	Jacksonville	FL	10/2012	Present
Lifemark Securities	Rochester	NY	11/2018	Present

02/2012 → 10/2018

Foresters Equity Services, Inc

Jacksonville, FL
10/2012 → Present

Jp Financial Wealth Consultants, Llc

Jacksonville, FL
11/2018 → Present

Lifemark Securities

Rochester, NY

Previous Registrations

2012-03-24 → 2018-11-05

Foresters Equity Services, Inc.

Jacksonville, FL

Ocala, FL

Jacksonville, FL

Jacksonville, FL

Jacksonville, FL

Jacksonville, FL

Jacksonville, FL
2010-07-21 → 2011-11-22

Woodbury Financial Services, Inc.

Jacksonville, FL

Winter Park, FL

Jacksonville, FL

Other Businesses

JP FINANCIAL WEALTH CONSULTANTS, LLC dba of independent insurance agent, investment related, 4651 Salisbury Rd, Suite 400, JACKSONVILLE FL 32256;sales & service of life and LTC insurance & annuities, 10 HRS/WK, STARTED 10/02/2012

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2010-07-16
S63	Uniform Securities Agent State Law Examination	1996-11-15

S65 Uniform Investment Adviser Law Examination

2010-07-16
S63 Uniform Securities Agent State Law Examination

1996-11-15

Other Names

Gerald Jeffry Plachta
Jay Plachta

View on SEC IAPD