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Jason Matthew Gilbert

RGA INVESTMENT ADVISORS, LLC·GREAT NECK, New York
Series 65Clean record13 years registeredRGA 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 · 13 years registered
Brand Profile
Not yet started
01

Career History

RGA INVESTMENT ADVISORS, LLC
Aug 2013 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · August 12, 2013
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
RGA INVESTMENT ADVISORS, LLC
CRD 149171 · SEC 801-121126
AUM
$91M
Regulatory assets under management
Employees
3
227 client accounts
Services offered by RGA INVESTMENT ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at RGA INVESTMENT ADVISORS, LLC →
Introduction

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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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Elliot J Turner
GREAT NECK, NY

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