Jerry Damian Gerk

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/1999 → 02/2023
  Jerry D. Derk, Cpa, Pc
  Chandler, AZ
• 08/1999 → 09/2025
  Avantax Investment Services, Inc.
  Chandler, AZ
• 02/2025 → 09/2025
  Avantax Advisory Services
  Chandler, AZ
• 10/1983 → Present
  Jerry D. Gerk, Cpa, Pc
  Chandler, AZ
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Chandler, AZ
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2025-02-14 → 2025-09-05
  Avantax Advisory Services
  Chandler, AZ

Other Businesses

1) GERK WEALTH MANAGEMENT POSITION: Owner/Sole Proprietor NATURE: Financial, investment, retirement, and insurance planning INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 12/30/2009 ADDRESS: 5880 South Gemstone Drive, Chandler AZ 85249, United States DESCRIPTION: Business & financial consulting. 2) JERRY D. GERK, CPA, PC POSITION: President NATURE: Tax Preparation/Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 10/03/1983 ADDRESS: P.O. Box 12089, Chandler AZ 85248, United States DESCRIPTION: Tax preparation, consulting 3) J ALBERT & COMPANY, INC. POSITION: President NATURE: Rental Property Owner/Management INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/21/2010 ADDRESS: P.O. Box 12089, Chandler AZ 85248, United States DESCRIPTION: Land Leases, pay bills 4) OFF CORPORATION POSITION: President NATURE: Rental Property Owner/Management INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/17/1988 ADDRESS: P O Box 12089, Chandler AZ 85248, United States DESCRIPTION: Lease of Iowa farmland

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-11-22

Designations

• Certified Financial Planner