Jason Harris Gerb

Employer firm

Osaic Advisory Services, LLC CRD 171070

$15.5B regulatory AUM 170 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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2013 → 11/2019
  Foresters Financial Services, Inc.
  Edison, NJ
• 06/2015 → 11/2019
  Foresters Equity
  San Diego, CA
• 11/2019 → 12/2020
  Td Bank N.A.
  New York, NY
• 11/2019 → 12/2020
  Td Private Client Wealth Llc
  New York, NY
• 01/2021 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ
• 09/2021 → Present
  Triad Advisors
  Norcross, GA
• 01/2022 → 01/2024
  Woodbury Fiancial Services, Inc
  Oakdale, MN
• 01/2022 → 11/2023
  Fsc Securities, Corp
  Atlanta, GA
• 01/2022 → Present
  Securities America Inc
  Lavista, NE
• 01/2022 → 09/2023
  Sagepoint Financial, Inc.
  Phoenix, AZ

Previous Registrations

• 2021-09-17 → 2024-08-27
  Triad Advisors Llc
  Atlanta, GA
• 2019-11-13 → 2020-12-23
  Td Private Client Wealth Llc
  New York, NY
• 2013-12-26 → 2019-08-27
  Foresters Advisory Services, Llc
  Edison, NJ
• 2015-06-23 → 2018-12-13
  Foresters Equity Services, Inc.
  Edison, NJ
  San Diego, CA
  San Diego, CA
• 2013-08-07 → 2013-12-12
  Equinox Fund Management, Llc
  Princeton, NJ

Exams

• S66 Uniform Combined State Law Examination
  2011-08-25

Other Names

• Jason Harris Gerb
• Jason Harris Gerb
• Jason Gerb