Jason Gerb is a registered investment advisor, based in Scottsdale, AZ, with 18 years of industry experience.
Location
18700 N. Hayden Road, Suite 255, Scottsdale, AZ, 85255
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Osaic Services, INC.Broker
January 2022 - Present · 4 yrs 4 mos
Osaic Advisory Services, LLC
September 2021 - Present · 4 yrs 8 mos
Osaic Wealth, INC.
January 2021 - Present · 5 yrs 4 mos
Osaic Wealth, INC.Broker
January 2021 - Present · 5 yrs 4 mos
Previous Registrations
American Portfolios Financial Services, INC.Broker
October 2023 - October 2024 · 1 yr
Securities America, INC.Broker
January 2022 - August 2024 · 2 yrs 7 mos
Woodbury Financial Services, INC.Broker
January 2022 - March 2024 · 2 yrs 2 mos
Fsc Securities CorporationBroker
January 2022 - January 2024 · 2 yrs
Triad Advisors, LLC
September 2021 - August 2024 · 2 yrs 11 mos
Triad Advisors LLCBroker
September 2021 - October 2024 · 3 yrs 1 mo
TD Private Client Wealth LLC
November 2019 - December 2020 · 1 yr 1 mo
TD Private Client Wealth LLCBroker
November 2019 - December 2020 · 1 yr 1 mo
Foresters Equity Services, INC.
June 2015 - December 2018 · 3 yrs 6 mos
Foresters Equity Services, INC.Broker
June 2015 - February 2019 · 3 yrs 8 mos
Foresters Advisory Services, LLC
December 2013 - August 2019 · 5 yrs 8 mos
Foresters Financial Services, INC.Broker
December 2013 - November 2019 · 5 yrs 11 mos
Equinox Fund Management, LLC
August 2013 - December 2013 · 4 mos
Equinox Group Distributors, LLCBroker
September 2011 - December 2013 · 2 yrs 3 mos
Park Avenue Securities LLCBroker
July 2003 - May 2005 · 1 yr 10 mos
Bny Investment Center INC.Broker
October 2002 - June 2003 · 8 mos
First Investors CorporationBroker
November 2000 - October 2002 · 1 yr 11 mos
State Registrations5 states
AZGANJNYTX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.