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Jason Matthew Gilbert

RGA INVESTMENT ADVISORS, LLC·GREAT NECK, New York
Clean recordRGA INVESTMENT ADVISORS, LLC
185 GREAT NECK ROAD, GREAT NECK, NY 11021CRD# 5644266Firm CRD# 149171

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jason Matthew Gilbert · GREAT NECK, NY
Registration
CRD #5644266 · RGA INVESTMENT ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jason Matthew Gilbert is a registered financial advisor based in GREAT NECK, New York, affiliated with RGA INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
RGA INVESTMENT ADVISORS, LLC
RGA INVESTMENT ADVISORS, LLC
AUM
$91M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at RGA INVESTMENT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 5644266
Firm CRD# 149171
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jason Matthew Gilbert offer?
Jason Matthew Gilbert specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in GREAT NECK, New York for a consultation.
What are Jason Matthew Gilbert's credentials?
Jason Matthew Gilbert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason Matthew Gilbert located?
Jason Matthew Gilbert is based in GREAT NECK, New York, working with RGA INVESTMENT ADVISORS, LLC. Their office serves clients in the GREAT NECK metropolitan area and surrounding communities.
How does Jason Matthew Gilbert charge for services?
Jason Matthew Gilbert's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RGA INVESTMENT ADVISORS, LLC?
RGA INVESTMENT ADVISORS, LLC has approximately 3 employees and manages $91M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at RGA INVESTMENT ADVISORS, LLC

Elliot J Turner
GREAT NECK, NY

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