Jerit Paul Tripp

Employer firm

Gilbert & Cook, Inc. CRD 283112

$1.70B regulatory AUM 10 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 04/2016 → Present
  Gilbert & Cook, Inc.
  Des Moines, IA

Previous Registrations

• 2010-07-27 → 2016-04-14
  Vsr Financial Services, Inc.
  Overland Park, KS
  Des Moines, IA
• 2008-07-09 → 2010-07-09
  Dewaay Capital Management
  West Des Moines, IA
• 2008-04-15 → 2008-07-02
  Ameriprise Financial Services, Llc
  Spencer, IA

Other Businesses

RTC Holdings - Rental property, non-investment related, zero hours during trading. First Tee Central Iowa - board member, non-investment related, zero hours during trading.

Exams

• S66 Uniform Combined State Law Examination
  2008-04-14

Designations

• Certified Financial Planner