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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Gerber is a financial advisor registered with Prime Capital Financial. Jason Gerber has been in the financial services industry since June 20, 2006. Jason Gerber is licensed to provide investment advice in Arkansas and Texas. Jason Gerber specializes in providing financial planning, qualified retirement plan services, and portfolio management for individuals, businesses, and pooled investment vehicles. Jason Gerber is also a Certified Financial Planner. Jason Gerber has previously worked with Cambridge Investment Research, Inc., Transamerica Financial Advisors, Inc, VALIC Financial Advisors, Inc., and NYLIFE Securities Inc. Jason Gerber has a strong track record of providing quality financial advice to clients.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
1
2
AR
08/10/2017 - Present
Prime Capital Financial (Little Rock AR)
AR
12/02/2011 - 05/01/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (LITTLE ROCK AR)
AR
06/22/2006 - 12/08/2011
TRANSAMERICA FINANCIAL ADVISORS, INC (LITTLE ROCK AR)
AR
09/24/2007 - 04/26/2010
VALIC FINANCIAL ADVISORS, INC. (LITTLE ROCK AR)
NY
05/22/2006 - 05/22/2006
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 05/09/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/20/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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