Jason Harris Gerb
Investment adviser representative at Osaic Advisory Services, LLC
11 yearsExperience
2 statesRegistered in
$15.5BFirm assets
12 yearsFirm in business
Are you Jason Harris Gerb? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Securities America IncJan 2022 to now
- Osaic Advisory Services, LLCSep 2021 to now
- Triad AdvisorsSep 2021 to now
- Osaic Wealth, Inc.Jan 2021 to now
- Woodbury Fiancial Services, IncJan 2022 to Jan 2024
- Fsc Securities, CorpJan 2022 to Nov 2023
- Sagepoint Financial, Inc.Jan 2022 to Sep 2023
- TD Bank N.A.Nov 2019 to Dec 2020
- TD Private Client Wealth LLCNov 2019 to Dec 2020
- Foresters EquityJun 2015 to Nov 2019
- Foresters Financial Services, Inc.Dec 2013 to Nov 2019
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (GA, NJ).
Osaic Advisory Services, LLC
$15.5BAssets managed
29,898Clients
348Advisers
12 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
- 3021815
- Firm CRD
- 171070