AdFi
JD

Jerald Davin Lyda

Investment Adviser Representative at CROSS FINANCIAL ADVISORS

Portland, ORCRD #5109451Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
20 yrs
States Registered
17 states
Exams Passed
4

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 17 states
AlaskaArizonaArkansasCaliforniaColoradoIdahoIndianaKentuckyMarylandMinnesotaMissouriNevadaOregonSouth CarolinaTexasUtahWashington
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 7/5/2006
Series 63
Uniform Securities Agent State Law Examination
Passed 3/22/2006
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 3/9/2006

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.025
Source

Cross Financial Advisors Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CROSS FINANCIAL ADVISORSCurrent
6/29/2017Portland, OR
LPL FINANCIAL LLC
4/1/200812/31/2017Newberg, OR
COUNTRY TRUST BANK
7/11/20066/15/2007Mcminnville, OR

Official records & sources

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

Other advisors at CROSS FINANCIAL ADVISORS

10 other advisors in the directory

View CROSS FINANCIAL ADVISORS firm profile
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. Jerald Davin Lyda 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.

Jerald Davin Lyda - Financial Advisor in Portland, OR | AdvisorFinder