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Gerald Michael Jevic

Investment Adviser Representative at Oppenheimer & Co. Inc.

Haddon Township, NJCRD #1302928Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
41 yrs
Exams Passed
6

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Gerald Michael Jevic is an investment adviser representative with Oppenheimer & Co. Inc. in Haddon Township, NJ, where they have been registered since 2006. They have worked in the securities industry since 1985 and have been registered with 9 firms, including Josephthal & Co., Inc. and H.j. Meyers & Co., Inc. They have passed 6 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in New Jersey, Pennsylvania, and Texas.

Office

222 Haddon Avenue, Suite 301
Haddon Township, NJ 08108

Advisors at this office: 6

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
New Jersey, Pennsylvania, Texas
Broker:
29 states and territories

Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Illinois, Kentucky, Maine, Maryland, Massachusetts, Michigan, Nevada, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Texas, Utah, Virginia, West Virginia, Wisconsin

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 9/12/2006
Series 63
Uniform Securities Agent State Law Examination
Passed 3/15/1985
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 12/15/1984
Series 10
General Securities Sales Supervisor - General Module Examination
Passed 1/2/2023
Series 24
General Securities Principal Examination
Passed 3/9/1992

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Oppenheimer & Co. Inc.Current
9/14/2006 – Haddon Township, NJ
Josephthal & Co., Inc.
10/2/1998 – 1/2/2002New York, NY
H.j. Meyers & Co., Inc.
12/4/1995 – 10/5/1998Rochester, NY
L.c. Wegard & Co., Inc.
11/17/1994 – 11/16/1995New York, NY
Robert TODD Financial Corp.
11/11/1994 – 12/6/1994New York, NY
Westfield Financial Corporation
8/28/1994 – 11/11/1994New York, NY
Hibbard Brown & Co., Inc.
5/24/1988 – 9/15/1994New York, NY
Sherwood Capital, Inc.
2/2/1987 – 5/28/1988
First Jersey Securities, Inc.
12/18/1984 – 2/2/1987

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Oppenheimer & Co. Inc.
    Jan 2002 – no end date reportedHaddon Township, NJ

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Oppenheimer & Co. Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Commissions
  • Fixed fee
Firm account minimum
$10,000

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

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/MunicipalInsurance CompaniesCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
1,148
Offices listed on AdvisorFinder:
26
Main office:
New York, NY
SEC file number:
801-887

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 30, 2026

View full firm profile

Other advisors at Oppenheimer & Co. Inc.

Showing 12 of 1,148 in the directory

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About this profile

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 Michael Jevic 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Gerald Michael Jevic (Oppenheimer & Co.) - Advisor Profile