Adviser and broker representative · Highmark Wealth Management LLC
Jerod Gustafson
CRD 2765649 · St. Paul, MN
At a glance
Jerod Gustafson is an investment adviser representative with Highmark Wealth Management LLC in St. Paul, MN, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jerod’s SEC record dates to 2014, about 12 years ago. Jerod is also registered as a broker representative.
Current advisory firm
- Highmark Wealth Management LLCSince September 2014St. Paul, MN · $612M in regulatory assets
SEC adviser record
- Registered since
- 2014 (12 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Jerod’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
- 1 firmLocked
- 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
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
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.