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Jason Mcgilvery

Gibbs Wealth Management, LLC

Alpharetta, GA

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Current Employers
Gibbs Wealth Management, Llc

3980 Old Milton Parkway, Alpharetta, GA 30005 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-12-23
  • GA RA
    APPROVED
    Since 2025-12-23

Branch Locations

3980 Old Milton Parkway, Alpharetta, GA 30005 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
E*Trade Securities Llc Alpharetta GA 05/2014 08/2017
E*Trade Capital Management Llc Alpharetta GA 05/2014 08/2017
E*Trade Securities Llc Alpharetta GA 08/2017 12/2020
E*Trade Capital Management Llc Alpharetta GA 08/2017 12/2020
Morgan Stanley Alpharetta GA 01/2021 12/2023
Morgan Stanley Alpharetta GA 01/2021 12/2023
Morgan Stanley Alpharetta GA 01/2021 12/2023
Gibbs Wealth Management Alpharetta GA 10/2025 Present
Bella Advisors Roswell GA 01/2025 09/2025
Unemployed Alpharetta GA 01/2024 01/2025
  • 05/2014 → 08/2017
    E*Trade Securities Llc
    Alpharetta, GA
  • 05/2014 → 08/2017
    E*Trade Capital Management Llc
    Alpharetta, GA
  • 08/2017 → 12/2020
    E*Trade Securities Llc
    Alpharetta, GA
  • 08/2017 → 12/2020
    E*Trade Capital Management Llc
    Alpharetta, GA
  • 01/2021 → 12/2023
    Morgan Stanley
    Alpharetta, GA
  • 01/2021 → 12/2023
    Morgan Stanley
    Alpharetta, GA
  • 01/2021 → 12/2023
    Morgan Stanley
    Alpharetta, GA
  • 10/2025 → Present
    Gibbs Wealth Management
    Alpharetta, GA
  • 01/2025 → 09/2025
    Bella Advisors
    Roswell, GA
  • 01/2024 → 01/2025
    Unemployed
    Alpharetta, GA
Previous Registrations
  • 2023-09-05 → 2024-01-03
    Morgan Stanley
    Alpharetta, GA
  • 2011-10-25 → 2023-09-05
    Harrisdirect Llc
    Arlington, VA
    Alpharetta, GA
    Alpharetta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-10-21
S63 Uniform Securities Agent State Law Examination 1994-12-29
  • S66 Uniform Combined State Law Examination
    2011-10-21
  • S63 Uniform Securities Agent State Law Examination
    1994-12-29
Other Names
  • Jason Isadore Mcgilvery

View on SEC IAPD

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VENZON VICENCIO AROMIN
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Other Offices

MRP CAPITAL INVESTMENTS, LLC · ALPHARETTA, GA
NEW EDGE WEALTH · Alpharetta, GA
COMMONWEALTH FINANCIAL NETWORK · Alpharetta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
BROOKSTONE WEALTH ADVISORS, LLC · Alphretta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
LADENBURG THALMANN ASSET MANAGEMENT INC · Norcross, GA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · ALPHARETTA, GA

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