GAR Wood Securities, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
34
Avg account
$0

Firm details

Headquarters
Naperville, Illinois
CRD number
138033
Registered since
February 16, 2006

Firm profile

FINTRX

Overview

GAR Wood Securities, LLC is organized as a limited liability company and is owned by an individual. The firm is listed in FINTRX as "Unclassified" and the profile indicates it does not act as a capital allocator or an active ESG investor. The record also notes the firm is not identified as a multi-state adviser, a pension consultant, or a related adviser. Publicly available profile data for GAR Wood Securities is sparse: the FINTRX entry contains no descriptive detail about client segments, fee arrangements, specific advisory activities, investment philosophy, or external affiliations. That limited disclosure makes it difficult to characterize the firm’s target clients or typical investment programs without direct contact or additional source material.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Robert Jersey

    Robert Jersey

    Chief Executive Officer, PresidentCRD 1592359

  • Dennis Gerecke

    Dennis Gerecke

    Chief Executive OfficerCRD 1856554

  • Sherry Gouwens

    Senior Vice President, Chief Administrative OfficerCRD 4458617

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Contacts

3 of 30
  • Lourdes Figueroa

    Lourdes Figueroa

    Registered RepresentativeCRD 2647486

  • Robert Mcdonald

    Robert Mcdonald

    Associated PersonCRD 326884

  • Patricia Pokuta

    Patricia Pokuta

    Operations AssociateCRD 1544888

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Naperville, IL

Du Page

Location

Naperville, IL

Headquartered in Naperville, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Du Page
Address
1250 E Diehl Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth