Jeffrey Allen Gelber

Employer firm

B. Riley Wealth Advisors, Inc. CRD 115927

$4.21B regulatory AUM 40 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

B. Riley Wealth Advisors, Inc.

40 S. Main St. Suite 1600, Memphis, TN 38103 • United States

Current Registrations

Authority	Category	Status	Date
MO	RA	APPROVED	2022-07-26

MO RA
APPROVED

Since 2022-07-26

Branch Locations

St. Louis, MO • United States

Disclosures

3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination Yes

Employment History

Organization	City	State	From	To
B. Riley Wealth Management	St. Louis	MO	08/2005	Present
B. Riley Wealth Advisors	Memphis	TN	07/2022	Present

08/2005 → Present

B. Riley Wealth Management

St. Louis, MO
07/2022 → Present

B. Riley Wealth Advisors

Memphis, TN

Other Businesses

(1) JBT WEALTH MANAGEMENT; INVESTMENT-RELATED; DBA FOR FINANCIAL SERVICES BUSINESS; SAME ADDRESS AS BRWM; START DATE 09/2025 WHEN RR BECAME INDEPENDENT CONTRACTOR; 0 HRS/MONTH...

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-09-19
S63	Uniform Securities Agent State Law Examination	1988-07-01

S66 Uniform Combined State Law Examination

2015-09-19
S63 Uniform Securities Agent State Law Examination

1988-07-01

Other Names

Jeff Gelber

View on SEC IAPD