Gerald Lyman Ursrey

Employer firm

Kestra Private Wealth Services, LLC CRD 155193

$13.5B regulatory AUM 109 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

• 12/2005 → 12/2022
  The Leaders Group, Inc.
  Littleton, CO
• 12/2022 → Present
  Kestra Advisory Services Llc
  Ponte Vedra Beach, FL
• 12/2022 → Present
  Kestra Investment Services Llc
  Ponte Vedra Beach, FL

Previous Registrations

• 2022-12-22 → 2024-04-19
  Kestra Advisory Services, Llc
  Austin, TX
  Ponte Vedra Beach, FL
• 2022-08-25 → 2022-12-12
  Tlg Advisors, Inc.
  Summit, NJ
  Jacksonville, FL
• 2001-11-06 → 2005-07-15
  Hornor, Townsend & Kent, Llc
  Jacksonville, FL

Other Businesses

1.) PINNACLE IFS - 12/1/2005 - 7791 Belfort Pkwy Jacksonville FL 32245 - Agent, I sell life insurance, DI, long term care, fixed indexed annuities, variable annuities, fixed annuities and mutual funds, insurance business, Not Invt Rel, 160 hrs/mo; 80 hrs/mo (during trading hours). 2.) THE URSREY COMPANIES LLC - 1/1/2005 - 93 Players Club Villas Ponte Vedra Beach FL 32082 - I am the Managing Partner of The Ursrey Companies LLC, I run my insurance and securities business thought the LLC which acts as a sub chapter s, company is active, Invt Rel, 160 hrs/mo; 80 hrs/mo (during trading hours). NAME: TLG ADVISORS INC - 8/18/2022 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rel, RA business, 10 hrs/mo; 10 hrs/mo (during trading hours). NAME: THE URSREY COMPANIES, LLC POSITION: Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 240 SECURITIES TRADING HOURS: 130 START DATE: 12/01/2022 ADDRESS: 7791 Belfort Parkway, Jacksonville, FL 32256 DESCRIPTION: Asset allocation, advise clients for investment needs, actively manage clients investments. Name: KESTRA ADVISORY SERVICES, LLC POSITION: Investment Advisor representative NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 240 SECURITIES TRADING HOURS: 130 START DATE: 12/08/2022 ADDRESS: 5707 Southwest Parkway, Building 2 Suite 400, Austen TX 78735 DESCRIPTION: Advising Clients and managing clients investment accounts Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/17/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: THE URSREY COMPNIES LLC POSITION: managing Partner NATURE: The Ursrey Companies is an LLC and reports as a S Corp for tax purposes INVESTMENT RELATED: No # OF HOURS: 5 SECURITIES TRADING HOURS: 16 START DATE: 01/17/2025 ADDRESS: 63 Players Club Villas Rd, Ponte Vedra Beach FL 32082, United States DESCRIPTION: Managing Partner NAME: THE URSREY COMPANIES, LLC POSITION: Advisor NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 240 SECURITIES TRADING HOURS: 130 START DATE: 11/21/2025 ADDRESS: 7791 Belfort Parkway, Jacksonville, FL 32256, United States DESCRIPTION: Asset allocation, advise clients for investment needs, actively manage clients investments. NAME: RIVERGRASS WEALTH MANAGEMENT POSITION: Managing Director NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 128 START DATE: 11/17/2023 ADDRESS: 180 Library Blvd Suite 102, Ponte Vedra Beach FL 32082, United States DESCRIPTION: Fee Based Investment Advisory Services. Sales Of Variable Life Insurance, Registered Index Variable, Annuities , Variable Annuities

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-08-16
• S63 Uniform Securities Agent State Law Examination
  2002-02-25

Other Names

• Jerry Ursrey