Andrew Jacob Gilbert
Investment adviser representative at Large and Gilbert Wealth Advisory
8 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$247.4MFirm assets
Are you Andrew Jacob Gilbert? 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
Experience
8 years in the industry.
- Large and Gilbert Wealth AdvisoryJan 2011 to now
- Keystone Financial Group, IncAug 2009 to now
- Cambridge Investment Research, Inc.Sep 2009 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (GA).
Large and Gilbert Wealth Advisory
Legal name: Keystone Financial Group, Inc.
$247.4MAssets managed
289Clients
7Advisers
5 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
- 5712292
- Firm CRD
- 129301