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Jason Wayland Fain

Gerber, LLC

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About Jason Wayland Fain

Jason Wayland Fain is an Investment Advisor Representative with Gerber, LLC in Columbus, Ohio. Jason is a registered investment advisor representative and has 13+ years of experience in the financial industry. Jason has a Series 63, Series 6, Series 7TO, and Series 65 licenses and is also registered to sell securities in Ohio and Texas. Jason specializes in Financial Planning, Investment Advisory, and Business Consulting. Previously, Jason worked with Transamerica Capital, Inc. and American Century Investment Services, Inc.

Firm Information

Jason Fain is currently registered with Gerber, LLC. Gerber, LLC is an investment advisor registered with the SEC. They provide financial planning, portfolio management for individuals and businesses, and pension consulting services. The firm has a total of 921 accounts with approximately $502,825,887 in assets under management. They serve a variety of clients including corporations, individuals, and high-net-worth individuals.
Gerber, LLC

580 N FOURTH STREET

COLUMBUS, OH 43215

$502.83M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jason Fain’s Registration & Firm History

OH

04/05/2022 - Present

Gerber, LLC (COLUMBUS OH)

CO

12/22/2017 - 12/17/2020

TRANSAMERICA CAPITAL, INC. (DENVER CO)

MO

09/29/2008 - 07/13/2017

AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)

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Licenses & Designations

IA

Issued 03/25/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/04/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/10/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/26/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jason Wayland Fain. Review regulatory record here.
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