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Jason Gitter

Purevest
22 Years of Experience
Staten Island, NY
5 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Jason Gitter is a registered investment advisor at Purevest, based in Staten Island, NY, with 22 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, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 91 clients with $52M in assets under management.

Purevest
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
91 clients
Average Client Portfolio
$567K average
Assets Under Management
$51.6M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees will generally not exceed 2.5% of assets under management unless the scope, complexity, amount of time, or expertise required warrant a higher fee. Fees are negotiable for friends, family members, and certain other circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1110 South Ave, Suite 85, Staten Island, NY, 10314

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History

Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
August 2021
Final
Financial
August 2021
Final
Financial
July 2021
Final
Financial
July 2021
Final
Financial
July 2019
Final
View Full SEC ReportHow to Read Disclosures
Other 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
April 2022 - Present · 4 yrs 6 mos
Previous Registrations
Cetera Advisor Networks LLCBroker
June 2021 - April 2022 · 10 mos
Cetera Advisor Networks LLC
June 2021 - April 2022 · 10 mos
Voya Financial Advisors, INC.
April 2015 - June 2021 · 6 yrs 2 mos
Voya Financial Advisors, INC.Broker
August 2013 - June 2021 · 7 yrs 10 mos
Joseph Gunnar & CO. LLCBroker
June 2012 - September 2013 · 1 yr 3 mos
Brookstone Securities, INC.Broker
July 2011 - June 2012 · 11 mos
Newbridge Securities CorporationBroker
September 2009 - January 2011 · 1 yr 4 mos
Hold Brothers On-Line Investment Services L.L.C.Broker
February 2009 - September 2009 · 7 mos
J.P. Turner & Company, L.L.C.Broker
August 2006 - January 2009 · 2 yrs 5 mos
Gunnallen Financial, INCBroker
June 2004 - August 2006 · 2 yrs 2 mos
Joseph Stevens & Company, INC.Broker
November 2003 - June 2004 · 7 mos
State Registrations1 state
NY
Advisor

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.

Exams
No exam information available for this advisor.
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