Jay
Gilson

Securian Financial Services, Inc

CRD#6440165
Investment Advisor
in San Ramon, CA

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About this Advisor

Jay Gilson is a financial advisor who works out of San Ramon, California with a total of 8 years of relevant experience. Gilson is on the advisory team at Securian Financial Services, Inc. Over the course of their career, Gilson has held roles at Securian Financial Services Inc, Minnesota Life, Summit Financial Group, Rina Accountancy Corporation and Jay Gilson. Gilson has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in California and Texas. Securian Financial Services, Inc is a financial advisory company that has its headquarters in Saint Paul, MN. The company has offices in 155 locations and a total of 1,750 people on staff. It has $21 billion in assets under management between its 76,075 client accounts, making it one of the largest firms in the nation by assets under management. The firm serves 165 charitable organizations. Of its 76,075 accounts, 18% belong to high-net-worth clients who have at least $1 million in assets. The firm offers a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management typically vary depending on the services provided. However, fee types billed by Securian Financial Services, Inc can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

8 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2000 Crow Canyon Place Suite 450
San Ramon, CA 94583

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Securian Financial Services, Inc Brokerage Details

Total Assets Under Management

$20,684,796,225

CA Average: $5,289,111,388
Total Number of Employees

1,750

CA Average: 157
Total Number of Accounts

76,075

CA Average: 8,262
Average Account Size

$271,900

CA Average: $640,173

Investment Advisory Services

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

Jay Gilson Work History

Jay has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Securian Financial Services Inc

2015 - Present (9 years)

Minnesota Life

2015 - Present (9 years)

Jay Gilson

2015 - Present (9 years)

Summit Financial Group

2015 - 2015 (< 1 year)

Securian Financial Services Inc

2015 - 2015 (< 1 year)

Summit Financial Group

1988 - 2014 (26 years)

Rina Accountancy Corporation

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jay Gilson 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 Securian Financial Services, Inc

Alan Hauschild
Omaha, NE
Joseph Fay
Manasquan, NJ
Andrew Brand
Rockville, MD
Christina Kolb
Omaha, NE
Ryan Finke
Saint Louis, MO
Ericka Schaefer
Minneapolis, MN
Kurt Anderson
Tampa, FL
Tyler Malek
Newark, DE

The content in this profile was updated by SmartAsset on 4/16/2023. 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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