Unclaimed Profile

Jason Gerb

TRIAD ADVISORS, LLC·ATLANTA, Georgia

SIE, Series 6, Series 7, Series 14, Series 24, Series 51, Series 66, Series 99TOClean record13 years registeredTRIAD ADVISORS, LLC

2300 WINDY RIDGE PARKWAY, ATLANTA, GA 30339CRD# 3021815Firm CRD# 25803

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jason Gerb · ATLANTA, GA

Registration

CRD #3021815 · TRIAD ADVISORS, LLC · 13 years registered

Brand Profile

Not yet started

Career History

OSAIC ADVISORY SERVICES, LLC

Sep 2021 – present

OSAIC WEALTH, INC.

Jan 2021 – present

TRIAD ADVISORS, LLC

Sep 2021 – Aug 2024

ATLANTA, GA

TD PRIVATE CLIENT WEALTH LLC

Nov 2019 – Dec 2020

NEW YORK, NY

FORESTERS EQUITY SERVICES, INC.

Jun 2015 – Dec 2018

EDISON, NJ

FORESTERS ADVISORY SERVICES, LLC

Dec 2013 – Aug 2019

EDISON, NJ

EQUINOX FUND MANAGEMENT, LLC

Aug 2013 – Dec 2013

DENVER, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 14

Series 24

Series 51

Series 66

Series 99TO

Registration record

First registered · August 7, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRIAD ADVISORS, LLC

CRD 25803 · SEC 801-55518

AUM

$1.1B

Regulatory assets under management

Employees

2,530

4,228 client accounts

Services offered by TRIAD ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at TRIAD ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Jason Gerb offer?

Jason Gerb specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ATLANTA, Georgia for a consultation.

What are Jason Gerb's credentials?

Jason Gerb is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jason Gerb located?

Jason Gerb is based in ATLANTA, Georgia, working with TRIAD ADVISORS, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does Jason Gerb charge for services?

Jason Gerb's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRIAD ADVISORS, LLC?

TRIAD ADVISORS, LLC has approximately 2530 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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