Jason M. Gitter

PUREVEST

Staten Island, NY 10314

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CRD#: 4670240

Professional summary

Jason M Gitter, who also goes by Jason Gitter, is a registered financial advisor currently at PUREVEST located in Staten Island, New York.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Jason has worked at 10 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jason Gitter

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

NAME OF ENTITY:Jason M Gitter, Inc.; No; 69 HERRICK AVE; STATEN ISLAND; NY; 10309; Record keeping; President; 1/1/2004; 1; 0; President, maintain records, pay bills from corporation|NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 1110 SOTUH AVENUE STE 47; STATENISLAND; NY; 10314; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 3/4/2016; 160; 160; SALES OF FIXED INSURANCE PRODUCTS|

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason M Gitter's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 4, 2022 - Present

PUREVEST

Office #1: 1110 South Ave Suite 85, Staten Island, NY 10314

RIA

CRD#: 318332

Staten Island, NY

Past

June 9, 2021 - April 7, 2022

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

STATEN ISLAND, NY

Past

June 9, 2021 - April 7, 2022

CETERA WEALTH SERVICES, LLC

CRD#: 13572

STATEN ISLAND, NY

Past

April 10, 2015 - June 9, 2021

VOYA FINANCIAL ADVISORS, INC.

RIA

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(4/4/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/1/2015

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/5/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/19/2003

General Securities Representative Examination

Current Firm

PUREVEST

PUREVEST | PUREVEST, LLC

CRD#: 318332 / SEC#: 801-123242

RIA

Registered Investment Advisory firm - (2/14/2022 Approved)

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Contact information

Main Address

1110 South Ave Suite 85, Staten Island, NY 10314

Mailing Address

Phone number

(347) 466-4400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A - FIRM DISCLOSURE BROCHURE (5/18/2025)

Regulatory assets under management

Total Number of Accounts	178
AUM (Assets Under Management)	$ 34,765,892

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jason M. Gitter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason M Gitter's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

JOSEPH GUNNAR & CO. LLC

BROOKSTONE SECURITIES, INC.

NEWBRIDGE SECURITIES CORPORATION

TAFFERER TRADING, LLC

J.P. TURNER & COMPANY, L.L.C.

GUNNALLEN FINANCIAL, INC

JOSEPH STEVENS & CO., INC.

Primary Firm SEC Registration

PUREVEST

State Registrations and Notice Filings

Exams

Series 66

Date: 4/1/2015

Series 63

Date: 12/5/2003

SIE

Date: 10/1/2018

Series 7

Date: 11/19/2003

Current Firm

PUREVEST

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PUREVEST

TRUST BUT VERIFY

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