Jason Gerber
Jason Gerber is a CFP-designated registered investment advisor at Private Client Services, LLC, based in Little Rock, AR, with 19 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
6325 Ranch Drive, Little Rock, AR, 72223-7623
Get directionsHistory
Regulatory History
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 →Other Business ActivitiesSells Insurance
Jason is involved in several business activities, including IAR sale & service of fee-based asset management at Prime Capital Investment Advisors, LLC, owning H2G Consulting, and owning Prime Capital Little Rock (PCLR). He also sells fixed insurance products through PCRM, LLC and is a partner in CHHSZ Holdings, LLC, which owns Prime Capital Investment Advisors, LLC.
Employment History
Current Registrations
Private Client Services, LLCBroker
Prime Capital Financial
Previous Registrations
Lawing Financial INC
Cambridge Investment Research, INC.Broker
Transamerica Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Transamerica Financial Advisors, INCBroker
Nylife Securities INC.Broker
State Registrations10 states
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.