Gerald Jeffry Plachta
Investment Adviser Representative at Lifemark Securities Corp.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Gerald Jeffry Plachta is an investment adviser representative with Lifemark Securities Corp. in Jacksonville, FL, where they have been registered since 2018. They have worked in the securities industry since 1996 and have been registered with 3 firms, including Foresters Equity Services, Inc. and Woodbury Financial Services, Inc. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Florida.
Registrations & licenses
- Investment adviser:
- Florida
- Broker:
4 states and territories
Florida, Georgia, New York, Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Foresters Equity Services, IncFeb 2012 – Oct 2018Jacksonville, FL
- JP Financial Wealth Consultants, LLCOct 2012 – no end date reportedJacksonville, FL
- Lifemark SecuritiesNov 2018 – no end date reportedRochester, NY
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Lifemark Securities Corp.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 78
- Offices listed on AdvisorFinder:
- 21
- Main office:
- Rochester, NY
- SEC file number:
- 801-68438
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 9, 2026
View full firm profileOther advisors at Lifemark Securities Corp.
Showing 12 of 78 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Gerald Jeffry Plachta has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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