Jason Gerber Email & Phone Number
Managing Partner @ Prime Financial Group
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Jason Gerber Location
- Little Rock, AR, US
Jason Gerber Work
- Managing Partner @ (September 2019 - Present)
- Director of Wealth Management @ (May 2014 - Present)
- Certified Financial Plannerâ„¢ @ (May 2006 - Present)
- Agent @ (June 2005 - May 2006)
Jason Gerber Education
- College of Financial Planning
Master of Science (M.S.) (Advanced Financial Planning)
2015-2017 - Ouachita Baptist University
BA (Business Admin)
1999-2004
Jason Gerber Skills
- Financial Planning
- Investment Management
- Asset Management
- Retirement Plans
- Strategic Financial Planning
- Investments
- Financial Services
- Wealth Management
- Retirement
- Finance
- Retirement Planning
- Asset Managment
- FINRA
- Investment Advisory
- Securities
- 401k
- 401k Rollovers
- 529 Plans
- Asset Allocation
- ETFs
- Employee Benefits
- Fiduciary Services
- Financial Advisory
- Fixed Annuities
- IRAs
- Investment Strategies
- Life Insurance
- Mutual Funds
- Personal Finance
- Personal Financial Planning
- Portfolio Management
- Qualified Retirement Plans
- Retirement Plan Consulting
- Series 24
- Series 6
- Series 63
- Series 65
- Series 7
- Uniform Combined State Law
- Variable Annuities
- Wealth Management Services
Jason Gerber Summary
- Jason Gerber, based in Little Rock, AR, US, is currently a Managing Partner at Prime Capital Investment Advisors. Jason Gerber brings experience from previous roles at Hagan Newkirk Financial Services and New York Life Insurance Company. Jason Gerber holds a 2015 - 2017 Master of Science (M.S.) in Advanced Financial Planning @ College of Financial Planning. With a robust skill set that includes Financial Planning, Investment Management, Asset Management, Retirement Plans, Strategic Financial Planning and more. Jason Gerber has 4 emails and 6 mobile phone numbers on RocketReach.
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