Adviser and broker representative · Lincoln Investment
Jerald C. Wozniak
CRD 1187429 · Wexford, PA
At a glance
Jerald C. Wozniak is an investment adviser representative with Lincoln Investment in Wexford, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jerald’s SEC record dates to 2011, about 15 years ago. Jerald is also registered as a broker representative.
Current advisory firms
- Lincoln InvestmentSince April 2011Wexford, PA · $22B in regulatory assets
- Capital AnalystsSince August 2014Wexford, PA · $8.8B in regulatory assets
SEC adviser record
- Registered since
- 2011 (15 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
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
- Locked
- 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 and FINRA BrokerCheck.