Jason Gitter
Jason Gitter is a registered investment advisor at Purevest, based in Staten Island, NY, with 21 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 84 clients with $35M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PureVest charges a monthly fee for managing your investments, either in advance or after the month ends, based on the value of your portfolio. The fee will generally not exceed 2.5% per year, but could be higher depending on the complexity and time required. This fee does not include brokerage fees or other transaction costs. If you end your advisory agreement before the end of a billing cycle, you'll receive a refund for the unused portion of the fee.
Location
1110 South Ave, Suite 85, Staten Island, NY, 10314
Get directionsHistory
Regulatory History (5)
Financial
August 2021Financial
August 2021Financial
July 2021Financial
July 2021Financial
July 2019Other Business ActivitiesSells Insurance
Jason is the president of Jason M Gitter, Inc., where he maintains records and pays bills. He is also an independent insurance agent selling fixed insurance products, dedicating full-time hours to this activity.
Employment History
Current Registrations
Purevest
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Joseph Gunnar & CO. LLCBroker
Brookstone Securities, INC.Broker
Newbridge Securities CorporationBroker
Hold Brothers On-Line Investment Services L.L.C.Broker
J.P. Turner & Company, L.L.C.Broker
Gunnallen Financial, INCBroker
Joseph Stevens & Company, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.