Unclaimed
Andrew Gerber is a financial advisor with J.P. Morgan Securities LLC. Andrew has been in the industry since 2011. Andrew is a registered representative in Florida and Texas. Andrew has a Series 7, Series 9, Series 10, and Series 66. Prior to joining J.P. Morgan Securities LLC, Andrew was a financial advisor with First Republic Securities Company, LLC and Sanford C. Bernstein & Co., LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
FL
10/19/2023 - Present
J.p. Morgan Securities LLC (Palm Beach FL)
FL
03/30/2017 - 10/11/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (PALM BEACH FL)
GA
03/02/2011 - 01/09/2017
SANFORD C. BERNSTEIN & CO., LLC (ATLANTA GA)
BOTH
Issued 10/12/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/27/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/26/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2011
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Andrew Gerber is the right advisor for you? Invested Better is here to help.