Jack Baird Gerson

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 03/2026 → Present
  J.P. Morgan Securities Llc
  San Francisco, CA
• 03/2026 → Present
  Jpmorgan Chase Bank, N.A.
  San Francisco, CA
• 11/2025 → 02/2026
  Productplan
  Denver, CO
• 02/2025 → 10/2025
  Topia
  Denver, CO
• 09/2024 → 01/2025
  Rippling
  San Francisco, CA
• 06/2023 → 08/2023
  Lockton
  San Francisco, CA
• 09/2020 → 06/2024
  University Of Oregon
  Eugene, OR
• 06/2016 → 12/2017
  Lbc Camps
  Larkspur, CA
• 06/2022 → 10/2022
  Western Athletic Clubs
  Kentfield, CA
• 08/2022 → 08/2022
  The Gerson Company
  Olathe, KS
• 02/2020 → 08/2020
  Unemployed
  Larkspur, CA
• 07/2024 → 08/2024
  Unemployed
  Larkspur, CA
• 05/2019 → 01/2020
  Mt. Tam Racquet Club
  Larkspur, CA
• 01/2018 → 04/2019
  Unemployed
  Larkspur, CA

Other Businesses

Effective 3/9/2026 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Exams

• S66 Uniform Combined State Law Examination
  2026-08-24

Other Names

• Jack Baird Gerson
• Jack Gerson