Roberta Jill Gerads

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 03/2013 → Present
  Raymond James Financial Services
  Elk River, MN
• 07/2013 → Present
  Raymond James Financial Services Advisors Inc.
  Elk River, MN
• 04/2013 → Present
  First National Financial Services
  Elk River, MN
• 04/2013 → Present
  First Bank Elk River
  Elk River, MN

Other Businesses

1) Name of Business: First Bank Elk River Address: 19157 Freeport Street, Elk River, MN, 55330, United States Activity Type: Bank or Credit Union Associate Position/Title: Other Investment Related: Yes Start Date: 04/01/2013 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Registered Principal. 2) Name of Business: First National Investor Services Address: 19157 Freeport St NW, Elk River, MN, 55330, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 03/13/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Branch Manager of Investment Services

Exams

• S66 Uniform Combined State Law Examination
  2013-07-05

Other Names

• Roberta Jill Moe