Jason M. Gilbert
RGA INVESTMENT ADVISORS | Managing Partner, President
Great Neck, NY 11021
CRD#: 5644266
Professional summary
Jason Matthew Gilbert is a registered financial advisor currently at RGA INVESTMENT ADVISORS, LLC located in Great Neck, New York.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Jason has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
What makes you the best choice for clients?
With nearly two decades of experience, I provide personalized, high-integrity financial advice tailored to your unique goals. I’m a fiduciary, CPA, and investment advisor focused on building your wealth and preserving your legacy.
What are your service offerings?
Investment Strategies
Retirement Planning
Estate Planning
Financial Planning
Tax Planning
Do you have an area of expertise or specialization?
Porfolio optimization
Tax Sensitive Investing
Advanced Tax Planning
Which demographics do you typically serve?
Gen Y (28-43)
Gen X (44-59)
Baby Boomers (60-78)
The Silent Generation
Gen Z (under 28)
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
500K
How do you get paid?
Percentage of Assets
Are you a "fiduciary"?
Yes
Personal quote
“Someone’s sitting in the shade today because someone planted a tree a long time ago.” — Warren Buffett
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.
CRS (Client Relationship Summary) - RIA
Click below to view Jason Matthew Gilbert's 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®
NoneExperience
Current
August 12, 2013 - Present
RGA INVESTMENT ADVISORS, LLC
Office #1: 185 Great Neck Road Ste 441, Great Neck, NY 11021Office #2: 185 Great Neck Road Suite 306, Great Neck, NY 11021RIA
CRD#: 149171
Great Neck, NY
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".
RI
RGA INVESTMENT ADVISORS, LLC
RGA ADVISORS, LLC | RGA INVESTMENT ADVISORS, LLC
CRD#: 149171 / SEC#: 801-121126
RIA
Registered Investment Advisory firm - (5/6/2021 Approved)Connecticut
Registered Investment Advisory firm - (9/1/2021 Terminated)New Jersey
Registered Investment Advisory firm - (8/23/2021 Terminated)New York
Registered Investment Advisory firm - (8/23/2021 Terminated)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
Connecticut(8/12/2013)
IAR
New Jersey(8/20/2013)
IAR
New York(5/26/2021)
IAR
Texas(5/26/2021)
Current Firm
RI
RGA INVESTMENT ADVISORS, LLC
RGA ADVISORS, LLC | RGA INVESTMENT ADVISORS, LLC
CRD#: 149171 / SEC#: 801-121126
RIA
Registered Investment Advisory firm - (5/6/2021 Approved)Connecticut
Registered Investment Advisory firm - (9/1/2021 Terminated)New Jersey
Registered Investment Advisory firm - (8/23/2021 Terminated)New York
Registered Investment Advisory firm - (8/23/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
185 Great Neck Road Suite 306, Great Neck, NY 11021
Mailing Address
Phone number
(516) 665-1945
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 298 |
| AUM (Assets Under Management) | $ 107,310,593 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
RGA INVESTMENT ADVISORS, LLC
Managing Partner, PresidentCRD#: 149171Great Neck, NY 11021TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
