James Parker Gerard

Current Employers

Employment History

• 05/2015 → Present
  Evans Financial Partners
  Orlando, FL
• 11/2017 → Present
  Kestra Advisory Services, Llc
  Orlando, FL
• 07/2017 → Present
  Kestra Investment Services, Llc
  Orlando, FL

Other Businesses

Name: Evans Financial Partners Investment Related: Yes Address: 2208 Hillcrest Street Orlando FL 32803 Nature of Business: Registered Field Assistant; Insurance Position, Title or Relationship: Insurance Agent Start Date: 7/1/2016 Hours per month: 41% - 50% (65 - 80 hours) Hours per month during trading hours: 41% - 50% (57 - 70 hours) Duties: Soliciting fixed insurance business, paperwork, and presentations Name: Evolve Advisor Group Investment Related: Yes Address: 2208 Hillcrest Street Orlando FL 32803 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name Position, Title or Relationship: Financial Advisor Start Date: 6/1/2020 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment Advice, financial planning, registered rep activity, life insurance, and retirement plan consulting Name: Kestra Advisory Services Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Ste 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Financial Advisor Start Date: 5/1/2018 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment Advisory, Financial Planning, Portfolio construction and monitoring Name: EVOLVE ADVISOR GROUP POSITION: Financial Advisor/Insurance Agent NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 07/01/2016 ADDRESS: 800 N Magnolia Avenue, Suite 420, Orlando FL 32803, United States DESCRIPTION: Investment Advice, financial planning, registered rep activity, life insurance, and retirement plan consulting Insurance Agent

Exams

• S66 Uniform Combined State Law Examination
  2017-11-16

Designations