JG
JG

Jasen Michael Gilbert

18 Years of Experience
Broker
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
Loading...

Location

9601 Tamiami Trail North, Naples, FL, 34108

Get directions

History

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 →
Other Business Activities

Jasen is a partner at Ciccarelli Advisory Management LLC and an associate planner at CAM LLC, both investment-related LLCs. He dedicates full-time hours to both roles, focusing on financial planning, client management, and business development.

Employment History
Current Registrations
Osaic Wealth, INC.
November 2023 - Present · 2 yrs 3 mos
Osaic Wealth, INC.Broker
November 2023 - Present · 2 yrs 3 mos
Ciccarelli Advisory Services INC
June 2010 - Present · 15 yrs 8 mos
Previous Registrations
Fsc Securities Corporation
October 2007 - November 2023 · 16 yrs 1 mo
Fsc Securities CorporationBroker
June 2007 - November 2023 · 16 yrs 5 mos
State Registrations1 state
FL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Jasen Michael Gilbert - Financial Advisor | TrueAdvisor