Investment adviser representative · Citizens Private Wealth
Jerald J. Halverson
CRD 2395133 · Camas, WA
At a glance
Jerald J. Halverson is an investment adviser representative with Citizens Private Wealth in Camas, WA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jerald’s SEC record dates to 2009, about 17 years ago.
Current advisory firm
- Citizens Private WealthSince May 2026Camas, WA · $17B in regulatory assets
SEC adviser record
- Registered since
- 2009 (17 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Jerald’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 5 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.