Jason Mcgilvery
Investment adviser representative at Gibbs Wealth Management, LLC
12 yearsExperience
1 stateRegistered in
$1.1BFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Gibbs Wealth Management, LLCOct 2025 to now
- Bella AdvisorsJan 2025 to Sep 2025
- UnemployedJan 2024 to Jan 2025
- Morgan StanleyJan 2021 to Dec 2023
- E*trade Capital Management LLCMay 2014 to Dec 2020
- E*trade Securities LLCMay 2014 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (GA).
Gibbs Wealth Management, LLC
$1.1BAssets managed
5,356Clients
68Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2560934
- Firm CRD
- 281621