Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Harris Gerb is a financial advisor registered with Osaic Wealth, Inc. and Osaic Advisory Services, LLC. Jason is registered in Arizona, Georgia, New Jersey, New York and Texas. Jason has been in the financial services industry since 2007 and has a diverse background in investment management and financial planning.
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.
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.
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AZ
01/06/2021 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NE
01/05/2022 - 08/19/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
01/05/2022 - 03/25/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
01/05/2022 - 01/08/2024
FSC SECURITIES CORPORATION (ATLANTA GA)
NY
11/11/2019 - 12/23/2020
TD PRIVATE CLIENT WEALTH LLC (NEW YORK NY)
NY
12/18/2013 - 11/08/2019
FORESTERS FINANCIAL SERVICES, INC. (NEW YORK NY)
CA
06/22/2015 - 02/14/2019
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
NJ
09/15/2011 - 12/12/2013
EQUINOX GROUP DISTRIBUTORS, LLC (PRINCETON NJ)
NY
07/09/2003 - 05/18/2005
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
10/28/2002 - 06/26/2003
BNY INVESTMENT CENTER INC. (NEW YORK NY)
NJ
11/14/2000 - 10/23/2002
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 08/25/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 03/14/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/25/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/13/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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