Jason
Gerber

Prime Capital Investment Advisors, LLC

CRD#5012341
Investment Advisor
in Little Rock, AR

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About this Advisor

Jason Gerber is a financial advisor based in Little Rock, Arkansas, working with Prime Capital Investment Advisors, LLC. Jason has previously held positions at Hagan Newkirk, Cambridge Investment Research, Inc, Lawing Financial Inc, Prime Capital Investment Advisors, LLC, Private Client Services, and Pclr, LLC. Jason has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arkansas and Texas. Currently, Jason is part of Prime Capital Investment Advisors, LLC, which operates out of Little Rock, Arkansas. The firm has 70 offices and 353 employees. The firm manages assets totaling $24.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Prime Capital Investment Advisors, LLC includes asset-based, hourly, fixed, performance-based, and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees, Others

Office Location

6325 Ranch Drive
Little Rock, AR 72223-7623

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Prime Capital Investment Advisors, LLC Brokerage Details

Total Assets Under Management

$24,362,866,552

AR Average: $2,243,162,756
Total Number of Employees

353

AR Average: 44
Total Number of Accounts

30,635

AR Average: 4,091
Average Account Size

$795,262

AR Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Jason Gerber Work History

2019 - Present (5 years)

Pclr, LLC

2018 - Present (6 years)

Private Client Services

2017 - Present (7 years)

Prime Capital Investment Advisors, LLC

2011 - 2018 (7 years)

Cambridge Investment Research, Inc

2011 - 2017 (6 years)

Lawing Financial Inc

2006 - 2019 (13 years)

Hagan Newkirk

Disclosures

Please visit the SEC profile of Jason Gerber to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Prime Capital Investment Advisors, LLC

Lisa Jones
Leawood, KS
Steven Mcbrayer
Leawood, KS
Nicholas Stonnington
Pasadena, CA
Wendy Perrin
Leawood, KS
John M Burke
Leawood, KS
Christian Conner
Springfield, MO
Ashley Scott
Royal Oak, MI
Richard Murray
Leawood, KS

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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