Jacob Gregory Gerk

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

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

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2025-07-22

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Northwestern Mutual Life Insurance Company	Milwaukee	WI	05/2017	07/2020
Northwestern Mutual Investment Services Llc	Fort Collins	CO	10/2017	07/2020
Colorado State University	Fort Collins	CO	05/2016	05/2018
Northwestern Mutual Wealth Management Company	Milwaukee	WI	08/2018	07/2020
New York Life Insurance Co	Fort Collins	CO	07/2020	Present
Nylife Securities Llc	Fort Collins	CO	08/2020	Present
Eagle Strategies Llc	Fort Collins	CO	07/2025	Present

05/2017 → 07/2020

Northwestern Mutual Life Insurance Company

Milwaukee, WI
10/2017 → 07/2020

Northwestern Mutual Investment Services Llc

Fort Collins, CO
05/2016 → 05/2018

Colorado State University

Fort Collins, CO
08/2018 → 07/2020

Northwestern Mutual Wealth Management Company

Milwaukee, WI
07/2020 → Present

New York Life Insurance Co

Fort Collins, CO
08/2020 → Present

Nylife Securities Llc

Fort Collins, CO
07/2025 → Present

Eagle Strategies Llc

Fort Collins, CO

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-07-21
S63	Uniform Securities Agent State Law Examination	2018-02-26

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