Jay Gilson is a registered investment advisor, based in San Ramon, CA, with 10 years of industry experience.
Location
2633 Camino Ramon, Suite 200, San Ramon, CA, 94583
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jay is an independent contractor and owner of Gilson Consulting, providing accounting and tax consulting services to a client since 1995, dedicating a few hours per week. He also works as an independent contractor for Summit Financial Group as a financial advisor and providing internal accounting/tax support, dedicating a few hours per week.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations6 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.