Lon J. Gerber

COLUMBUS MACRO

Scottsdale, AZ

Some features on this profile are disabled

CRD#: 5337174

Professional summary

Lon Jeffrey Gerber, who also goes by Lon J Gerber, Lon Gerber, is a registered financial advisor currently at COLUMBUS MACRO, LLC located in Scottsdale, Arizona.

Lon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Lon has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lon J Gerber | Lon Gerber

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) - RIA

Click below to view Lon Jeffrey Gerber'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

June 30, 2017 - Present

COLUMBUS MACRO, LLC

RIA

CRD#: 286374

Scottsdale, AZ

Past

June 9, 2015 - July 7, 2017

CETERA INVESTMENT MANAGEMENT LLC

RIA

CRD#: 165436

SCOTTSDALE, AZ

Past

January 11, 2008 - October 30, 2015

FIRST ALLIED ASSET MANAGEMENT, INC.

RIA

CRD#: 140292

SCOTTSDALE, AZ

Past

May 18, 2007 - October 24, 2008

GREENBOOK INVESTMENT MANAGEMENT, INC.

RIA

CRD#: 131563

SCOTTSDALE, AZ

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".

COLUMBUS MACRO, LLC

CRD#: 286374 / SEC#: 801-110635

RIA

Registered Investment Advisory firm - (6/19/2017 Approved)

State Registrations and Notice Filings

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

Arizona
(6/30/2017)

IAR

Pennsylvania
(8/5/2019)

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 65

Date: 5/17/2007

Uniform Investment Adviser Law Examination

Current Firm

COLUMBUS MACRO, LLC

CRD#: 286374 / SEC#: 801-110635

RIA

Registered Investment Advisory firm - (6/19/2017 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

New Castle, PA

Mailing Address

Phone number

(724) 761-2510

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV 2A 20250228 COLUMBUS MACRO, LLC (2/28/2025)

Regulatory assets under management

Total Number of Accounts	4,516
AUM (Assets Under Management)	$ 777,327,162

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Lon J. Gerber

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lon Jeffrey Gerber's CRS (Customer Relationship Summary).

Certified licenses

Experience

COLUMBUS MACRO, LLC

CETERA INVESTMENT MANAGEMENT LLC

FIRST ALLIED ASSET MANAGEMENT, INC.

GREENBOOK INVESTMENT MANAGEMENT, INC.

Primary Firm SEC Registration

COLUMBUS MACRO, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/17/2007

Current Firm

COLUMBUS MACRO, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COLUMBUS MACRO, LLC

TRUST BUT VERIFY

Similar Advisors