Robert S Gershon

Employer firm

Valic Financial Advisors, Inc. CRD 42803

$29.2B regulatory AUM 38 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• RECOMMEND WRAP ACCOUNTS TO CLIENTS

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

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

Current Employers

Employment History

• 07/2015 → 10/2016
  David Lerner Associates, Inc.
  Lawrenceville, NJ
• 10/2016 → 03/2019
  New York Life Insurance Agents
  Edison, NJ
• 10/2016 → 03/2019
  Nylife Securities Llc
  Saddle Brook, NJ
• 03/2019 → 06/2020
  Pruco Securities Llc
  New York, NY
• 03/2019 → 06/2020
  Prudential Insurance Company Of America
  New York, NY
• 06/2020 → 06/2020
  Axa Advisors, Llc
  Edison, NJ
• 06/2020 → 12/2021
  Equitable Advisors, Llc
  Edison, NJ
• 01/2022 → 07/2022
  Equity Services, Inc.
  Red Bank, NJ
• 12/2021 → 06/2022
  Integrated Financial Concepts Llc / National Life Group
  Red Bank, NJ
• 12/2020 → 12/2021
  Equitable Financial Life Insurance Co
  Red Bank, NJ
• 07/2015 → 10/2016
  David Lerner Associates
  Lawrenceville, NJ
• 06/2022 → 01/2023
  Jp Morgan Chase Bank, N.A.
  Piscataway, NJ
• 06/2022 → 01/2023
  Jp Morgan Securities, Llc
  Piscataway, NJ
• 01/2024 → 09/2025
  Wells Fargo Clearing Services, Llc
  Folsom, PA
• 01/2024 → 09/2025
  Wells Fargo Bank, Na
  Folsom, PA
• 02/2023 → 01/2024
  Unemployed
  East Brunswick , NJ
• 09/2025 → 05/2026
  Unemployed
  Mt. Laurel, NJ
• 06/2026 → Present
  Valic Financial Advisors, Inc.
  Mount Laurel, NJ

Previous Registrations

• 2024-03-12 → 2025-10-08
  Wells Fargo Clearing Services, Llc
  Philadelphia, PA
  Radnor, PA
  Folsom, PA
• 2022-08-19 → 2023-02-08
  J.P. Morgan Securities Llc
  Piscataway, NJ
• 2022-01-24 → 2022-08-22
  Equity Services, Inc.
  Red Bank, NJ
• 2021-08-17 → 2021-12-14
  Equitable Advisors, Llc
  Edison, NJ

Other Businesses

AGIA POSITION: AGENT NATURE: NON SECURITIES INSURANCE PRODUCTS INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 06/15/2026 ADDRESS: 2929 ALLEN PARKWAY, HOUSTON TX 77079, United States DESCRIPTION: APPOINTED AS AN AGENT TO SELL NON SECURITES INSURANCE PRODUCTS

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-08-09
• S63 Uniform Securities Agent State Law Examination
  2015-10-08

Other Names

• Robert Gershon
• Robert S Gershon
• Robert Steven Gershon