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Lon Jeffrey Gerber

COLUMBUS MACRO, LLC·NESHANNOCK, Pennsylvania
Series 65Clean record19 years registeredCOLUMBUS MACRO, LLC
103 NESBITT ROAD, NESHANNOCK, PA 16105CRD# 5337174Firm CRD# 286374

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lon Jeffrey Gerber · NESHANNOCK, PA
Registration
CRD #5337174 · COLUMBUS MACRO, LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

COLUMBUS MACRO, LLC
Jun 2017 – present
TOWER SQUARE INVESTMENT MANAGEMENT LLC
Jun 2015 – Jul 2017
SCOTTSDALE, AZ
FIRST ALLIED ASSET MANAGEMENT, INC.
Jan 2008 – Oct 2015
SCOTTSDALE, AZ
GREENBOOK INVESTMENT MANAGEMENT, INC.
May 2007 – Oct 2008
SCOTTSDALE, AZ
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · May 18, 2007
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
COLUMBUS MACRO, LLC
CRD 286374 · SEC 801-110635
AUM
$277M
Regulatory assets under management
Employees
7
832 client accounts
Services offered by COLUMBUS MACRO, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at COLUMBUS MACRO, LLC →
Introduction

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05

Frequently Asked Questions

What services does Lon Jeffrey Gerber offer?
Lon Jeffrey Gerber specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NESHANNOCK, Pennsylvania for a consultation.
What are Lon Jeffrey Gerber's credentials?
Lon Jeffrey Gerber is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lon Jeffrey Gerber located?
Lon Jeffrey Gerber is based in NESHANNOCK, Pennsylvania, working with COLUMBUS MACRO, LLC. Their office serves clients in the NESHANNOCK metropolitan area and surrounding communities.
How does Lon Jeffrey Gerber charge for services?
Lon Jeffrey Gerber's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COLUMBUS MACRO, LLC?
COLUMBUS MACRO, LLC has approximately 7 employees and manages $277M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at COLUMBUS MACRO, LLC

Craig Edward Columbus
NESHANNOCK, PA

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