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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 Matthew Gilbert is an Investment Advisor Representative with RGA Investment Advisors, LLC. Jason holds a Series 65 license and has been in the industry since January 2009. Jason is based in Great Neck, New York and is registered to provide investment advice in Connecticut, New Jersey, New York, and Texas. RGA Investment Advisors, LLC provides investment advisory services to high-net-worth individuals, individuals other than high-net-worth, and pooled investment vehicles. The firm has approximately $90,764,998 in regulatory assets under management.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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NY
05/26/2021 - Present
RGA Investment Advisors, LLC (GREAT NECK NY)
IA
Issued 12/05/2008
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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