Gerald Joshua Kane

Employer firm

Nordwand Advisors CRD 322936

$3.97B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 06/2016 → 08/2017
  Ubs Financial Services Inc.
  Philadelphia, PA
• 08/2017 → 04/2022
  Morgan Stanley
  Yardley, PA
• 04/2022 → 12/2022
  Jp Morgan Chase Bank, N.A.
  Philadelphia, PA
• 04/2022 → 12/2022
  Jp Morgan Securities, Llc
  Philadelphia, PA
• 08/2017 → 04/2022
  Morgan Stanley
  Yardley, PA
• 06/2016 → 08/2017
  Ubs
  Philadelphia, PA
• 12/2022 → Present
  Nordwand Advisors
  Radnor, PA

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

• 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