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Jay Gregory Gehrke

Waterloo Capital

Scottsdale, AZ

Austin, TX

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Current Employers
Waterloo Capital

2801 Via Fortuna Suite 250, Austin, TX 78746 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-04-02
  • AZ RA
    APPROVED
    Since 2026-04-02

Branch Locations

16420 N. 92Nd St. Suite 223, Scottsdale, AZ 85260 • United States

2801 Via Fortuna Suite 250, Austin, TX 78746 • 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
OrganizationCityStateFromTo
Cole Wealth Management, Llc Scottsdale AZ 06/2005 09/2020
Avellie Wealth Management Llc Scottsdale AZ 09/2020 03/2026
Waterloo Capital Scottsdale AZ 03/2026 Present
Previous Registrations
Other Businesses

AVELLIE WEALTH MANAGEMENT, LLC SCOTTSDALE AZ DBA FOR ADVISORY SERVICES SINCE 09/2020 INVESTMENT RELATED INSURANCE LICENSED LIFE AND HEALTH

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-06-09
  • S65 Uniform Investment Adviser Law Examination
    2005-06-09
Other Names
  • Jay G Gehrke

View on SEC IAPD

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