Jacob
Gerber

American Funds Distributors, Inc

CRD#5729151
Investment Advisor
in Irvine, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jacob Gerber is a financial advisor based in Irvine, California, working with American Funds Distributors, Inc. Jacob has previously held a position at American Funds. Jacob has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Jacob is part of American Funds Distributors, Inc, which operates out of Irvine, California. The firm has 8 offices and 825 employees. The services offered by the firm include other services. The fee structure at American Funds Distributors, Inc includes other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Other

Fee Structure

Others

Office Location

6455 Irvine Center Drive
Irvine, CA 92618

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

American Funds Distributors, Inc Brokerage Details

Total Number of Employees

825

CA Average: 43

Investment Advisory Services

  • Other

Jacob Gerber Work History

2012 - Present (12 years)

American Funds

Disclosures

Please visit the SEC profile of Jacob 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 American Funds Distributors, Inc

David Keib
Los Angeles, CA
Kate Turner
Los Angeles, CA
Scott Grouten
Los Angeles, CA
Matthew Bloemer
Los Angeles, CA
Daniel Chodosch
Los Angeles, CA
John Workman
Carmel, IN
Kyle Weathers
Carmel, IN
Valerie Booker
Los Angeles, CA

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started