Inactive

Jonathan Graham Gerrard

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Current Employers

Hb Wealth

3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2024-12-05

GA RA
APPROVED

Since 2024-12-05

Branch Locations

3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • 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
Resource Planning Group, Ltc.	Atlanta	GA	04/2018	12/2021
Trimont Real Estate Advisors	Atlanta	GA	03/2013	04/2018
Hb Wealth Management, Llc	Atlanta	GA	01/2022	Present

04/2018 → 12/2021

Resource Planning Group, Ltc.

Atlanta, GA
03/2013 → 04/2018

Trimont Real Estate Advisors

Atlanta, GA
01/2022 → Present

Hb Wealth Management, Llc

Atlanta, GA

Previous Registrations

2021-05-27 → 2021-12-17

Resource Planning Group, Ltd.

Atlanta, GA

Designations

View on SEC IAPD

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BRIGHTER INVESTING, PB LLC

RBC CAPITAL MARKETS, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

NEWEDGE ADVISORS

EQUITY SERVICES, INC.

JEFFERIES INVESTMENT ADVISERS LLC

Other Investors

PARIMAL H PATEL

CLAYTON SHAWN GIBSON

FRANK THOMAS WATERSON

WILLIAM LEWIS LEVINE

CHAD JOSEPH NORFOLK

SEAN PATRICK COOK

JONATHAN CHRISTOPHER BRISTOW

MEREDITH STRUTT MIGHTY

Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA

BISON WEALTH, LLC · ATLANTA, GA

BRIGHTER INVESTING, PB LLC · ATLANTA, GA

RBC CAPITAL MARKETS, LLC · Atlanta, GA

HB WEALTH · Atlanta, GA

AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA

NEWEDGE ADVISORS · Atlanta, GA

EQUITY SERVICES, INC. · ATLANTA, GA

More in Atlanta, GA

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