Jason
Gerb
Royal Alliance Associates, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Jason Gerb is a financial advisor based in Jersey City, New Jersey with a total of 2 years of industry experience. Gerb is currently employed by Royal Alliance Associates, Inc. During their career, Gerb has held roles at Bornhoft Group Securities Corporation, Foresters Financial Services, Inc, Foresters Equity, Royal Alliance Associates, Inc, Triad Advisors, Td Private Client Wealth LLC and Td Bank N.A. Gerb maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in New Jersey. Royal Alliance Associates, Inc is a financial advisory company headquartered in Jersey City, NJ. The investment advisory business has offices in 1,009 locations and a total of 3,704 financial advisors. It has $30 billion in assets across its 149,233 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides services to 191 charitable organizations. Of its 149,233 client accounts, just 11% are held by high-net-worth investors who have more than $1 million in investable assets. Royal Alliance Associates, Inc provides a number 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 charged by financial advisors are based on which service is offered. Fee types charged by Royal Alliance Associates, Inc can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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.
Royal Alliance Associates, Inc Brokerage Details
$29,536,149,674
3,704
149,233
$197,920
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
Jason Gerb Work History
Jason has been registered as a financial advisor for 2 years.*
Royal Alliance Associates, Inc
Triad Advisors
Td Private Client Wealth LLC
Td Bank N.A
Foresters Equity
Foresters Financial Services, Inc
Bornhoft Group Securities 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 Jason Gerb 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 Royal Alliance Associates, Inc
Jersey City, NJ
Temple, TX
Spokane, WA
Mishawaka, IN
Southfield, MI
Wesley Chapel, FL
Mineola, NY
Wayland, MA
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.
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.
