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Gerald Joshua Kane

Nordwand Advisors

Radnor, PA

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Current Employers
Nordwand Advisors

150 N. Radnor Chester Rd Suite A270, Radnor, PA 19087 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-12-19
  • PA RA
    APPROVED
    Since 2022-12-19

Branch Locations

150 N. Radnor Chester Rd Suite A270, Radnor, PA 19087 • 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
Ubs Financial Services Inc. Philadelphia PA 06/2016 08/2017
Morgan Stanley Yardley PA 08/2017 04/2022
Jp Morgan Chase Bank, N.A. Philadelphia PA 04/2022 12/2022
Jp Morgan Securities, Llc Philadelphia PA 04/2022 12/2022
Morgan Stanley Yardley PA 08/2017 04/2022
Ubs Philadelphia PA 06/2016 08/2017
Nordwand Advisors Radnor PA 12/2022 Present
Previous Registrations
  • 2022-04-29 → 2022-12-16
    J.P. Morgan Securities Llc
    Columbus, OH
    Philadelphia, PA
  • 2017-08-18 → 2022-04-20
    Morgan Stanley
    Philadelphia, PA
    Blue Bell, PA
    Yardley, PA
    Doylestown, PA
  • 2016-06-16 → 2017-08-15
    Ubs Financial Services Inc.
    New York, NY
    Philadelphia, PA
  • 2009-02-04 → 2016-05-11
    Credit Suisse Securities (Usa) Llc
    West Conshohocken, PA
  • 2003-12-11 → 2009-02-03
    Banc Of America Investment Services, Inc.
    W.COnshohocken, PA
    Boston, MA
    West Conshohocken, PA
    West Conshohocken, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-12-10
S63 Uniform Securities Agent State Law Examination 1987-01-05
  • S66 Uniform Combined State Law Examination
    2003-12-10
  • S63 Uniform Securities Agent State Law Examination
    1987-01-05
Other Names
  • Gerald Joshua Kane
  • Gerald J Kane
  • Gerald Kane
  • Gerald J. Kane

View on SEC IAPD

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JAMES FRANCIS MARTIN
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MICHAEL JOSEPH MCADAM

Other Offices

MCADAM LLC · RADNOR, PA
ALTERRA IOS MANAGER, LLC · RADNOR, PA
LINCOLN FINANCIAL INVESTMENTS CORPORATION · RADNOR, PA
WICK CAPITAL PARTNERS, LLC · WAYNE, PA
NORDWAND INVESTMENTS, LLC · RADNOR, PA
V3LIMITED LLC · RADNOR, PA
PRESILIUM PRIVATE WEALTH, LLC · RADNOR, PA
RETIRE READY WEALTH MANAGEMENT · RADNOR, PA

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