Yehuda Zalman Gross

Current Employers

Employment History

• 09/2014 → 09/2016
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boca Raton, FL
• 03/2015 → 09/2016
  Bank Of America, N.A.
  Boca Raton, FL
• 09/2016 → 07/2020
  Morgan Stanley
  Boca Raton, FL
• 10/2016 → 07/2020
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 07/2020 → Present
  Kestra Investment Services, Llc
  Boca Raton, FL
• 07/2020 → Present
  Aequus Partners
  Boca Raton, FL
• 07/2020 → Present
  Kestra Advisory Services, Llc
  Boca Raton, FL

Previous Registrations

• 2016-09-08 → 2020-07-02
  Morgan Stanley
  Boca Raton, FL
• 2015-01-07 → 2016-09-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boca Raton, FL

Other Businesses

Name: Aequus Partners Financial Planning INV REL: Yes ADDR: 980 N. Federal Highway, #100 Boca Raton FL 33432 NOB: RR Activities through Kestra Investment Services, LLC using a DBA name; IA services through Kestra Advisory Services, LLC POS: Co-Founder and Financial Advisor Start Date: 7/2/2020 Hours per month: 41% - 50% (65 - 80 hours) Hours during trading hours: 41% - 50% (57 - 70 hours) Duties: manage accounts, financial planning, and investment strategies BN: Jacobson Jewish Community Foundation INV REL: No ADDR: 9901 Donna Klein Boulevard Boca Raton NY 33438 NOB: Community/Charitable/Civic Volunteer (Non-Leadership POS) POS: Foundation Board of Directors. Professional Advisory Board Chair (PAC) Start Date: 7/15/2020 Hours per month: 11% - 20% (17 - 32 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: As chair of the PAC, my job is to help create programming that helps grow the cohort of estate planners that are engaged in the organization. Foundation board chair, involved in meetings regarding the governance BN: Jewish Federation of South Palm Beach County INV REL: No ADDR: 9901 Donna Klein Blvd Boca Raton FL 33428 NOB: Board POS (Board of Directors, Board of Trustees, etc.) POS: Board Member Start Date: 4/1/2018 Hours per month: 0% - 10% (0 - 16 hours) Hours during trading hours: 0% - 10% (0 - 14 hours) Duties: Attend board meetings - vote on issues relevant to governance. Name:: Kestra Advisory Services, LLC INV REL: Yes ADDR: 5707 Southwest Parkway Austin TX 78735 NOB: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; IA services through Kestra Advisory Services, LLC POS: iar Start Date: 7/1/2020 Hours per month: 71% - 80% (113 - 128 hours) Hours during trading hours: Up to 100% (0 to 160 hours) Duties: iar BN: Yudi Gross Aequus Partners ,LLC INV REL: Yes ADDR: 980 N Federal Highway #110 Boca Raton FL 33432 NOB: Insurance POS: Financial Planner Start Date: 9/30/2020 Hours per month: 0% - 10% (0 - 16 hours) Hours during trading hours: 0% - 10% (0 - 14 hours) Duties: Identify the appropriate insurance based on financial plans created in E-Money, BN: JEWISH FEDERATIONS OF NORTH AMERICA POS: National Co-Chair NOB: National Leadership Chair INV REL: No NUM OF HRS: 20 SECURITIES TRADING HOURS: 4 START DATE: 07/01/2022 ADDR: 25 Broadway, 17th Floor, New York City NY 10004 DESC: This is a leadership program for young adults. As national chair, I will help structure and organize events and the year's curriculum in conjunction with the Jewish Federation of North America's staff. BN: MESILA POS: Coach NAT: Coaching INV REL: No NUM OF HRS: 12 SECURITIES TRADING HOURS: 0 START DATE: 10/30/2023 ADDR: NA, NA NJ 11111 DESC: Coach clients. Each client gets three sessions to cover the basics of budgeting, cashflow and debt management. There are no solutions offered or strategies recommended. Just overall education and understanding of concepts. BN: SHEFA FINANCIAL SERVICES, LLC POSITION: Owner, Partner, NOB: IA services through Kestra Advisory Services, LLC INV REL: Yes NUM OF HRS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/27/2024 ADDR: 2263 NW 2nd Ave, 103, Boca Raton FL 33431 DESCRIPTION: Serve as financial advisor and oversee the operations of the practice. BN: MYM DEVELOPMENT, LLC POS: Co-Owner NAT: Real Estate INV REL: Yes NUM OF HRS: 40 SECURITIES TRADING HOURS: 0 START DATE: 03/25/2024 ADDR: 7395 Avenida Del Mar, 1213, Boca Raton FL 33433, United States DESC: Help negotiate contracts, oversee project managers and construction as well as the marketing/sales team. Name: YUMI HOLDINGS LLC POSITION: owner NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/15/2026 ADDRESS: 11127 Stonewood Forest trl, Boynton Beach FL 33473, United States DESCRIPTION: The LLC will own the home and we will collect rent.

Exams

• S66 Uniform Combined State Law Examination
  2014-12-30

Designations

Other Names

• Yehuda Zalman Gross
• Yehuda Z Gross
• Yudi Gross
• Yehuda Gross