Jared A. Goerler

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CRD#: 5281073

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jared Andrew Goerler, CFP® was a registered financial professional .

Jared is a previously registered financial professional and started their career in finance in 2008. Jared had worked at 2 firms and has passed the Series 7 exam.

Question & Answer

Are you a "fiduciary"?

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

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

CFP^®

Certified Financial Planner

Experience

Past

April 1, 2013 - August 4, 2014

GERBER, LLC

RIA

CRD#: 120039

COLUMBUS, OH

Past

April 16, 2008 - July 28, 2014

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

COLUMBUS, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GERBER, LLC

GERBER FINANCIAL ADVISORS, LLC | GERBER, LLC

CRD#: 120039 / SEC#: 801-68731

RIA

Registered Investment Advisory firm - (1/25/2008 Approved)

Florida

Registered Investment Advisory firm - (9/22/2004 Terminated)

Georgia

Registered Investment Advisory firm - (9/27/2004 Terminated)

Ohio

Registered Investment Advisory firm - (5/20/2008 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

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

General Industry/Product Exam

Series 7

Date: 4/15/2008

General Securities Representative Examination

Current Firm

GERBER, LLC

GERBER FINANCIAL ADVISORS, LLC | GERBER, LLC

CRD#: 120039 / SEC#: 801-68731

RIA

Registered Investment Advisory firm - (1/25/2008 Approved)

Florida

Registered Investment Advisory firm - (9/22/2004 Terminated)

Georgia

Registered Investment Advisory firm - (9/27/2004 Terminated)

Ohio

Registered Investment Advisory firm - (5/20/2008 Terminated)

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Contact information

Main Address

580 N Fourth Street Suite 400, Columbus, OH 43215

Mailing Address

Phone number

(614) 431-4343

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GERBER, LLC BROCHURE (3/13/2025)

Regulatory assets under management

Total Number of Accounts	950
AUM (Assets Under Management)	$ 588,145,145

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
06/26/2025	Cover Page	Report
07/26/2024	Cover Page	Report
10/04/2023	Cover Page	Report
12/13/2022	Cover Page	Report

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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Jared A. Goerler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

GERBER, LLC

RAYMOND JAMES FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

GERBER, LLC

State Registrations and Notice Filings

Exams

Series 7

Date: 4/15/2008

Current Firm

GERBER, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

GERBER, LLC

TRUST BUT VERIFY

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